Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MUTUAL ADVISORS LLC | COM NEW | 551 | $1,441,484 | 40,142 | 0.00 | 0.00 | 16 | 0.04 | 03-31-2024 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | COM | 552 | $1,427,000 | 39,614 | 0.24 | 0.26 | -2,150 | -5.15 | 03-31-2024 |
PATTEN GROUP INC | COM NEW | 553 | $1,399,269 | 38,966 | 0.00 | 0.00 | -1,215 | -3.02 | 03-31-2024 |
LANTZ FINANCIAL LLC | COM NEW | 554 | $1,395,391 | 38,858 | 0.00 | 0.00 | -187 | -0.48 | 03-31-2024 |