Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CANANDAIGUA NATIONAL CORP | Com | 801 | $586,000 | 12,378 | 0.10 | 0.10 | 0 | 0.00 | 12-31-2022 |
VISIONPOINT ADVISORY GROUP LLC | COM | 802 | $953,913 | 12,366 | 0.00 | 0.00 | 1,818 | 17.24 | 03-31-2024 |
PROCYON ADVISORS LLC | COM | 803 | $945,119 | 12,252 | 0.00 | 0.00 | -115 | -0.93 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 804 | $939,607 | 12,181 | 0.00 | 0.00 | 4,548 | 59.58 | 03-31-2024 |