Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ADVISORS LTD LLC | COM | 851 | $82,000 | 190 | 0.01 | 0.01 | 14 | 7.95 | 03-31-2024 |
COMMUNITY BANK NA | COMMON STOCK | 852 | $80,282 | 187 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 853 | $76,912 | 181 | 0.00 | 181 | +Inf | 03-31-2024 | |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 854 | $72,355 | 176 | 0.00 | 176 | +Inf | 06-30-2023 |