Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CANANDAIGUA NATIONAL BANK & TRUST CO | Com | 3451 | $260,014 | 1,314 | 0.00 | 0.00 | 90 | 7.35 | 06-30-2024 |
SALOMON & LUDWIN LLC | COM | 3452 | $259,421 | 1,311 | 0.00 | 0.00 | 189 | 16.84 | 06-30-2024 |
HBC FINANCIAL SERVICES PLLC | Stock | 3453 | $304,000 | 1,310 | 0.19 | 0.16 | 0 | 0.00 | 06-30-2024 |
VANTAGE CONSULTING GROUP INC | COM | 3454 | $259,223 | 1,310 | 0.00 | 0.00 | -46 | -3.39 | 06-30-2024 |