Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETERSON FINANCIAL GROUP INC | COM | 1051 | $506,691 | 7,216 | 0.00 | 0.00 | -5,978 | -45.31 | 12-31-2023 |
ANCORA ADVISORS LLC | COM | 1052 | $456,189 | 7,192 | 0.00 | 0.00 | 6,812 | 1792.63 | 09-30-2023 |
FIRST NATIONAL TRUST CO | COM | 1053 | $502,353 | 7,154 | 0.00 | 0.00 | -267 | -3.60 | 12-31-2023 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | COMMON | 1054 | $573,000 | 7,143 | 0.10 | 0.10 | -35 | -0.49 | 03-31-2024 |