Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGH FALLS ADVISORS INC | COM | 3851 | $733,970 | 1,482 | 0.00 | 0.00 | 282 | 23.50 | 12-31-2023 |
RODGERS & ASSOCIATES LTD | COM | 3852 | $733,196 | 1,481 | 0.00 | 0.00 | -17 | -1.13 | 12-31-2023 |
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC | COM | 3853 | $642,915 | 1,478 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CROSS STAFF INVESTMENTS INC | COM | 3854 | $1,329,137 | 1,471 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |