Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHNIEDERS CAPITAL MANAGEMENT LLC | COM | 1251 | $218,793 | 1,137 | 0.00 | 1,137 | +Inf | 06-30-2023 | |
GRAYPOINT LLC | Stock | 1252 | $275,743 | 1,135 | 0.00 | 0.00 | 106 | 10.30 | 03-31-2024 |
WALDRON PRIVATE WEALTH LLC | COM | 1253 | $274,092 | 1,128 | 0.00 | 0.01 | -33 | -2.84 | 03-31-2024 |
PISCATAQUA SAVINGS BANK | EQUITIES | 1254 | $273,363 | 1,125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |