Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOMPKINS FINANCIAL CORP | COM | 2951 | $687,908 | 5,622 | 0.00 | 0.00 | -614 | -9.85 | 03-31-2024 |
SUMMIT ASSET MANAGEMENT LLC | COM | 2952 | $507,356 | 5,619 | 0.00 | 0.00 | 1,335 | 31.16 | 12-31-2023 |
HOHIMER WEALTH MANAGEMENT LLC | COM | 2953 | $506,527 | 5,610 | 0.00 | 0.00 | -734 | -11.57 | 12-31-2023 |
LSV ASSET MANAGEMENT | COM | 2954 | $506,000 | 5,600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |