Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RODGERS BROTHERS INC | COM | 701 | $960,417 | 36,784 | 0.00 | 0.00 | -23,560 | -39.04 | 12-31-2023 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 702 | $720,797 | 36,739 | 0.00 | 0.00 | -3,227 | -8.07 | 03-31-2024 |
BUCKLEY WEALTH MANAGEMENT LLC | COM | 703 | $954,321 | 36,550 | 0.00 | 0.00 | 3,220 | 9.66 | 12-31-2023 |
SYSTEMATIC ALPHA INVESTMENTS LLC | COM | 704 | $950,404 | 36,400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |