Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASCOMA WEALTH MANAGEMENT LLC | Stock | 3651 | $200,249 | 4,534 | 0.00 | 0.00 | -458 | -9.17 | 03-31-2024 |
EPSTEIN & WHITE FINANCIAL LLC | COM | 3652 | $255,000 | 4,531 | 0.07 | 0.08 | 127 | 2.88 | 06-30-2021 |
SUREVEST LLC | COM | 3653 | $117,000 | 4,531 | 0.03 | 0.05 | -80 | -1.73 | 09-30-2022 |
COLUMBIA TRUST CO 01012016 | COM | 3654 | $227,281 | 4,523 | 0.00 | 4,523 | +Inf | 12-31-2023 |