Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIFTH THIRD BANCORP | COM | 751 | $69,067 | 2,044 | 0.00 | 0.00 | -662 | -24.46 | 03-31-2024 |
NEWEDGE ADVISORS LLC | Common Stock | 752 | $69,224 | 2,036 | 0.00 | 0.00 | 1,030 | 102.39 | 12-31-2023 |
TOMPKINS FINANCIAL CORP | COM | 753 | $67,580 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 754 | $61,495 | 1,827 | 0.00 | 1,827 | +Inf | 09-30-2022 |