Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHEMUNG CANAL TRUST CO | COMMON STOCK | 3251 | $7,335,231 | 42,776 | 0.00 | 0.00 | -22,018 | -33.98 | 03-31-2024 |
CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT LLC | COM | 3252 | $7,257,378 | 42,718 | 0.00 | 0.00 | -1,242 | -2.83 | 03-31-2024 |
SWP FINANCIAL LLC | COM | 3253 | $7,320,734 | 42,691 | 0.01 | 42,691 | +Inf | 03-31-2024 | |
SMALLWOOD WEALTH INVESTMENT MANAGEMENT LLC | COM | 3254 | $8,218,609 | 42,687 | 0.01 | 0.01 | 543 | 1.29 | 12-31-2023 |