Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARK NATIONAL CORP /OH/ | Com | 3151 | $522,986 | 1,086 | 0.00 | 0.00 | 78 | 7.74 | 03-31-2024 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | COM | 3152 | $522,022 | 1,084 | 0.00 | 0.00 | 38 | 3.63 | 03-31-2024 |
LODESTONE WEALTH MANAGEMENT LLC | CL A | 3153 | $520,041 | 1,080 | 0.00 | 0.00 | 96 | 9.76 | 03-31-2024 |
NORTHSTAR ASSET MANAGEMENT LLC /NJ/ | CL A | 3154 | $459,995 | 1,079 | 0.00 | 1,079 | +Inf | 12-31-2023 |