Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOTHAM ASSET MANAGEMENT LLC | COM | 801 | $454,000 | 2,850 | 0.01 | 2,850 | +Inf | 06-30-2022 | |
CANANDAIGUA NATIONAL CORP | Com | 802 | $408,000 | 2,815 | 0.07 | 0.08 | 219 | 8.44 | 12-31-2022 |
FORUM FINANCIAL MANAGEMENT LP | COM | 803 | $408,251 | 2,807 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MONECO ADVISORS LLC | COM | 804 | $407,020 | 2,799 | 0.00 | 2,799 | +Inf | 03-31-2024 |