Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHEMUNG CANAL TRUST CO | COMMON STOCK | 1751 | $1,000,259 | 2,199 | 0.00 | 0.00 | 83 | 3.92 | 03-31-2024 |
SOUTHSTATE CORP | Com | 1752 | $999,804 | 2,198 | 0.00 | 0.00 | -77 | -3.38 | 03-31-2024 |
WEDMONT PRIVATE CAPITAL | COM | 1753 | $983,363 | 2,197 | 0.00 | 0.00 | -277 | -11.20 | 03-31-2024 |
HELEN STEPHENS GROUP LLC | COM | 1754 | $992,498 | 2,190 | 0.00 | 0.00 | 410 | 23.03 | 12-31-2023 |