Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CGC FINANCIAL SERVICES LLC | COM | 3601 | $58,680 | 223 | 0.00 | 223 | +Inf | 12-31-2023 | |
GHP INVESTMENT ADVISORS INC | COM | 3602 | $42,953 | 215 | 0.00 | 0.00 | 8 | 3.86 | 03-31-2023 |
BALDWIN BROTHERS LLC/MA | COM | 3603 | $64,151 | 213 | 0.00 | 0.00 | -412 | -65.92 | 03-31-2024 |
SIENA CAPITAL LLC | Stock | 3604 | $30,000 | 210 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |