Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 1701 | $185,086 | 3,762 | 0.00 | 0.00 | -759 | -16.79 | 03-31-2024 |
TOMPKINS FINANCIAL CORP | COM | 1702 | $182,987 | 3,720 | 0.00 | 0.00 | 100 | 2.76 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 1703 | $264,000 | 3,620 | 0.04 | 0.03 | 882 | 32.21 | 09-30-2021 |
GEN-WEALTH PARTNERS INC | Stock | 1704 | $173,837 | 3,534 | 0.00 | 3,534 | +Inf | 03-31-2024 |