Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 1951 | $16,000 | 281 | 0.01 | 0.00 | 130 | 86.09 | 09-30-2022 |
COMMUNITY BANK NA | COMMON STOCK | 1952 | $23,439 | 273 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OPEROSE ADVISORS LLC | COMMON | 1953 | $21,980 | 256 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 1954 | $19,572 | 255 | 0.00 | 0.00 | -93 | -26.72 | 09-30-2023 |