Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERPAR ADVISORS LLC | COM | 1351 | $359,688 | 2,079 | 0.00 | 2,079 | +Inf | 03-31-2024 | |
HANSON & DOREMUS INVESTMENT MANAGEMENT | COMMON | 1352 | $356,000 | 2,060 | 0.06 | 0.05 | 0 | 0.00 | 03-31-2024 |
TRITONPOINT WEALTH LLC | COM | 1353 | $286,980 | 2,057 | 0.00 | 0.00 | 5 | 0.24 | 03-31-2024 |
WEIL COMPANY INC | COM | 1354 | $287,799 | 2,056 | 0.00 | 0.16 | 0 | 0.00 | 12-31-2023 |