Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPIRE FINANCIAL MANAGEMENT COMPANY LLC | COM NEW | 851 | $2,043,818 | 21,133 | 0.00 | 0.00 | 153 | 0.73 | 03-31-2024 |
COURIER CAPITAL LLC | COM NEW | 852 | $2,048,913 | 21,114 | 0.00 | 0.00 | -266 | -1.24 | 12-31-2023 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 853 | $2,035,455 | 21,047 | 0.00 | 0.00 | 2,460 | 13.24 | 03-31-2024 |
TRIAD FINANCIAL ADVISORS INC | COM NEW | 854 | $1,852,038 | 20,983 | 0.00 | 0.00 | -107 | -0.51 | 09-30-2023 |