Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMMUNITY BANK NA | COMMON STOCK | 901 | $4,496,140 | 162,025 | 0.00 | 0.00 | 5,308 | 3.39 | 03-31-2024 |
BARRETT ASSET MANAGEMENT LLC | COM | 902 | $8,372,000 | 161,717 | 0.35 | 0.30 | 10,220 | 6.75 | 03-31-2022 |
SLOCUM GORDON & CO LLP | COM | 903 | $4,485,165 | 161,628 | 0.00 | 0.00 | -265 | -0.16 | 03-31-2024 |
EXCALIBUR MANAGEMENT CORP | COM | 904 | $4,474,570 | 161,246 | 0.00 | 0.00 | 3,026 | 1.91 | 03-31-2024 |