Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC | Stock | 1901 | $417,329 | 4,555 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL ARCHITECTS INC | COM | 1902 | $378,000 | 4,555 | 0.07 | 4,555 | +Inf | 09-30-2022 | |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | COM | 1903 | $426,990 | 4,539 | 0.00 | 0.00 | -126 | -2.70 | 12-31-2023 |
CARMICHAEL HILL & ASSOCIATES INC | COM | 1904 | $415,246 | 4,532 | 0.00 | 0.00 | 12 | 0.27 | 03-31-2024 |