Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOMPKINS FINANCIAL CORP | COM | 851 | $88,920 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
WIPFLI FINANCIAL ADVISORS LLC | COM | 852 | $85,000 | 983 | 0.01 | 983 | +Inf | 09-30-2022 | |
AMERICAN PORTFOLIOS ADVISORS | COM | 853 | $83,548 | 976 | 0.00 | 976 | +Inf | 09-30-2022 | |
PENSERRA CAPITAL MANAGEMENT LLC | COM | 854 | $80,000 | 954 | 0.00 | 0.00 | -206 | -17.76 | 12-31-2023 |