Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SKYLANDS CAPITAL LLC | COM | 1251 | $3,074,071 | 91,300 | 0.00 | 0.00 | -35,450 | -27.97 | 12-31-2023 |
CANANDAIGUA NATIONAL CORP | Com | 1252 | $3,014,000 | 90,993 | 0.51 | 0.49 | -381 | -0.42 | 12-31-2022 |
AVANTAX PLANNING PARTNERS INC | COM | 1253 | $3,062,749 | 90,964 | 0.00 | 0.00 | 11,047 | 13.82 | 12-31-2023 |
GRIES FINANCIAL LLC | COM | 1254 | $3,061,478 | 90,926 | 0.00 | 90,926 | +Inf | 12-31-2023 |