Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | COM | 451 | $25,235 | 350 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
TOMPKINS FINANCIAL CORP | COM | 452 | $32,382 | 350 | 0.00 | 0.00 | -50 | -12.50 | 03-31-2024 |
CONTRAVISORY INVESTMENT MANAGEMENT INC | COM | 453 | $31,827 | 344 | 0.00 | 0.00 | 131 | 61.50 | 03-31-2024 |
VERSANT CAPITAL MANAGEMENT INC | Stock | 454 | $24,610 | 266 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |