Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MENDON CAPITAL ADVISORS CORP | COM | Liquidated | $0 | 0 | 3.04 | 4.22 | -162,099 | -31.69 | 12-31-2023 |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 190,015 | +Inf | 03-31-2021 |