Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 1101 | $37,521 | 546 | 0.00 | 0.00 | 521 | 2084.00 | 03-31-2024 |
ARCHER INVESTMENT CORP | Stock | 1102 | $32,936 | 510 | 0.00 | 510 | +Inf | 09-30-2023 | |
TOMPKINS FINANCIAL CORP | COM | 1103 | $34,360 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STRENGTHENING FAMILIES & COMMUNITIES LLC | COM | 1104 | $33,000 | 484 | 0.02 | 0.00 | 0 | 0.00 | 03-31-2024 |