Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FLAGSHIP HARBOR ADVISORS LLC | COM | 1401 | $5,300,204 | 32,667 | 0.00 | 0.00 | -35 | -0.11 | 03-31-2024 |
BERKSHIRE BANK | COM | 1402 | $5,293,568 | 32,626 | 0.00 | 0.00 | -4,354 | -11.77 | 03-31-2024 |
PDS PLANNING INC | COM | 1403 | $5,287,936 | 32,591 | 0.00 | 0.00 | 234 | 0.72 | 03-31-2024 |
BOSTON PARTNERS | COM | 1404 | $4,774,419 | 32,581 | 0.00 | 0.00 | 7,818 | 31.57 | 12-31-2023 |