Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FLAGSHIP HARBOR ADVISORS LLC | COM | 1201 | $374,673 | 545 | 0.00 | 0.00 | 179 | 48.91 | 03-31-2024 |
SUMMIT GLOBAL INVESTMENTS | OM | Liquidated | $0 | 0 | 0.02 | 542 | +Inf | 12-31-2023 | |
PERSONAL CAPITAL ADVISORS CORP | COM | 1203 | $209,000 | 539 | 0.00 | 0.00 | -43 | -7.39 | 09-30-2022 |
FIRST FINANCIAL BANK - TRUST DIVISION | COMMON STOCK | 1204 | $369,621 | 538 | 0.00 | 0.00 | -31 | -5.45 | 03-31-2024 |