Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYM FINANCIAL CORP | COM | 201 | $71,403 | 13,731 | 0.00 | 0.00 | 793 | 6.13 | 06-30-2024 |
MTM INVESTMENT MANAGEMENT LLC | COM | 202 | $70,356 | 13,530 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CWM LLC | COM | 203 | $73,000 | 13,302 | 0.00 | 0.00 | 750 | 5.98 | 03-31-2024 |
QCI ASSET MANAGEMENT INC/NY | COM | 204 | $86,000 | 13,000 | 0.00 | 0.00 | 1,000 | 8.33 | 09-30-2021 |