Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEESE FULMER INVESTMENT MANAGEMENT INC | Stock | 1301 | $260,057 | 172 | 0.00 | 0.00 | -13 | -7.03 | 03-31-2024 |
BEVERLY HILLS PRIVATE WEALTH LLC | COM | 1302 | $218,075 | 172 | 0.00 | 172 | +Inf | 09-30-2023 | |
1620 INVESTMENT ADVISORS INC | COM | 1303 | $218,075 | 172 | 0.00 | 0.00 | 1 | 0.58 | 09-30-2023 |
MASSO TORRENCE WEALTH MANAGEMENT INC | COM | 1304 | $260,057 | 172 | 0.00 | 0.00 | 23 | 15.44 | 03-31-2024 |