Institutional Owners for FISI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| QCI ASSET MANAGEMENT INC/NY | COM | 101 | $370,000 | 12,082 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2021 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | COM | 102 | $225,840 | 12,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CREATIVE PLANNING | COM | 103 | $238,901 | 11,216 | 0.00 | 0.00 | 262 | 2.39 | 12-31-2023 |
| HSBC HOLDINGS PLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 20 | 0.18 | 12-31-2023 |
