Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAINSTREET INVESTMENT ADVISORS LLC | COM | 901 | $11,251,876 | 18,860 | 0.00 | 0.00 | 981 | 5.49 | 12-31-2023 |
BEESE FULMER INVESTMENT MANAGEMENT INC | Stock | 902 | $9,476,388 | 18,780 | 0.00 | 0.00 | 527 | 2.89 | 03-31-2024 |
PEAPACK GLADSTONE FINANCIAL CORP | COM | 903 | $11,177,000 | 18,734 | 0.19 | 0.14 | 2,691 | 16.77 | 12-31-2023 |
ARDEVORA ASSET MANAGEMENT LLP | COM | 904 | $11,156,000 | 18,700 | 0.99 | 1.18 | -28,430 | -60.32 | 12-31-2023 |