Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 551 | $182,000 | 3,342 | 0.14 | 0.12 | 750 | 28.94 | 09-30-2023 |
RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | 552 | $184,798 | 3,195 | 0.00 | 0.00 | 30 | 0.95 | 03-31-2024 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | COMMON | 553 | $184,000 | 3,185 | 0.03 | 0.04 | -200 | -5.91 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM | 554 | $186,976 | 3,168 | 0.00 | 0.00 | 1,018 | 47.35 | 06-30-2023 |