Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | COM | 1851 | $761,154 | 14,035 | 0.00 | 0.00 | -1,091 | -7.21 | 03-31-2024 |
SCOTT INVESTMENT PARTNERS LLP | COM | 1852 | $813,000 | 14,000 | 1.87 | 2.01 | 0 | 0.00 | 09-30-2023 |
IRONWOOD FINANCIAL LLC | COM | 1853 | $716,955 | 13,973 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAROLINAS WEALTH CONSULTING LLC | COM | 1854 | $70,729 | 13,924 | 0.00 | 0.00 | -197 | -1.40 | 12-31-2023 |