Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DILIGENT INVESTORS LLC | COM | 851 | $354,532 | 2,305 | 0.00 | 0.00 | -2,310 | -50.05 | 12-31-2023 |
KCM INVESTMENT ADVISORS LLC | COM | 852 | $351,763 | 2,287 | 0.00 | 0.00 | -1,711 | -42.80 | 12-31-2023 |
CANANDAIGUA NATIONAL BANK & TRUST CO | Com | 853 | $405,056 | 2,286 | 0.00 | 0.00 | -50 | -2.14 | 03-31-2024 |
TAYLOR HOFFMAN WEALTH MANAGEMENT | COM | 854 | $351,302 | 2,284 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |