Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | COM | 1901 | $1,229,688 | 10,819 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BECKER CAPITAL MANAGEMENT INC | COM | 1902 | $1,190,209 | 10,813 | 0.00 | 0.00 | -248 | -2.24 | 12-31-2023 |
REGAL INVESTMENT ADVISORS LLC | COM | 1903 | $1,188,764 | 10,800 | 0.00 | 0.00 | 943 | 9.57 | 12-31-2023 |
CRESCENT STERLING LTD | COM | 1904 | $1,226,505 | 10,791 | 0.00 | 0.00 | -27 | -0.25 | 03-31-2024 |