Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMICHAEL HILL & ASSOCIATES INC | CALL | 5251 | $145,674 | 300 | 0.00 | 0.00 | -700 | -70.00 | 03-31-2024 |
GOALVEST ADVISORY LLC | Stock | 5252 | $139,361 | 287 | 0.00 | 0.00 | 154 | 115.79 | 03-31-2024 |
COMMUNITY BANK NA | COMMON STOCK | 5253 | $100,167 | 283 | 0.00 | 283 | +Inf | 12-31-2023 | |
OGOREK ANTHONY JOSEPH /NY/ /ADV | Facebook Inc A | 5254 | $99,000 | 282 | 0.04 | 0.03 | 0 | 0.00 | 12-31-2023 |