Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINENO LEVIN & FORD ASSET MANAGEMENT INC | COM | 1151 | $6,191,000 | 35,638 | 1.82 | 1.74 | -180 | -0.50 | 12-31-2021 |
ICON WEALTH PARTNERS LLC | Stock | 1152 | $6,485,464 | 35,576 | 0.00 | 0.79 | -3,908 | -9.90 | 03-31-2023 |
FDX ADVISORS INC | Common Stock | 1153 | $5,988,000 | 35,340 | 0.50 | 0.43 | -6,641 | -15.82 | 09-30-2023 |
PRIVATE TRUST CO NA | Com | 1154 | $6,169,280 | 35,251 | 0.00 | 0.00 | 2,101 | 6.34 | 03-31-2024 |