Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WINNING POINTS ADVISORS LLC | COM | 3001 | $1,217,000 | 7,849 | 1.34 | 1.65 | -621 | -7.33 | 03-31-2023 |
LIPE & DALTON | cs | 3002 | $1,229,000 | 7,842 | 0.67 | 0.75 | -199 | -2.47 | 12-31-2023 |
D'ORAZIO & ASSOCIATES INC | COM | 3003 | $1,296,487 | 7,833 | 0.00 | 0.41 | -849 | -9.78 | 06-30-2023 |
UNION SAVINGS BANK | COMMON STOCK | 3004 | $1,236,865 | 7,819 | 0.00 | 0.00 | -894 | -10.26 | 03-31-2024 |