Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT MANAGEMENT CORP OF ONTARIO | COM | 801 | $1,783,993 | 25,442 | 0.00 | 25,442 | +Inf | 12-31-2023 | |
NBT BANK N A /NY | Com | 802 | $1,777,045 | 25,296 | 0.00 | 0.00 | -817 | -3.13 | 06-30-2023 |
CAPITAL SQUARE LLC | COM | 803 | $1,813,546 | 25,279 | 0.00 | 0.00 | 782 | 3.19 | 03-31-2024 |
IHT WEALTH MANAGEMENT LLC | COM | 804 | $1,810,324 | 25,234 | 0.00 | 0.00 | 276 | 1.11 | 03-31-2024 |