Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEESE FULMER INVESTMENT MANAGEMENT INC | Stock | 651 | $4,756,337 | 13,694 | 0.00 | 0.00 | -1,235 | -8.27 | 03-31-2024 |
CURRAN FINANCIAL PARTNERS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 13,600 | +Inf | 12-31-2023 | |
TRANSAMERICA FINANCIAL ADVISORS INC | COM | 653 | $4,717,000 | 13,580 | 0.48 | 0.05 | 12,342 | 996.93 | 03-31-2024 |
BRIDGEWATER ASSOCIATES LP | COM | 654 | $4,716,047 | 13,578 | 0.00 | 0.00 | 10,102 | 290.62 | 03-31-2024 |