Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUTTONWOOD FINANCIAL ADVISORS INC | COM | 2551 | $1,433,320 | 8,834 | 0.00 | 0.00 | -415 | -4.49 | 03-31-2024 |
WNY ASSET MANAGEMENT LLC | COM | 2552 | $1,291,738 | 8,815 | 0.00 | 0.00 | 589 | 7.16 | 12-31-2023 |
HOHIMER WEALTH MANAGEMENT LLC | COM | 2553 | $1,290,415 | 8,806 | 0.00 | 0.00 | -653 | -6.90 | 12-31-2023 |
PARADIGM ASSET MANAGEMENT CO LLC | COM | 2554 | $1,288,526 | 8,793 | 0.00 | 0.00 | -200 | -2.22 | 12-31-2023 |