Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARBITER PARTNERS CAPITAL MANAGEMENT LLC | COM | 901 | $817,393 | 18,044 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CASTLE ROCK WEALTH MANAGEMENT LLC | COM | 902 | $905,470 | 17,959 | 0.00 | 0.00 | 2,711 | 17.78 | 03-31-2024 |
COURIER CAPITAL LLC | COM | 903 | $809,710 | 17,874 | 0.00 | 0.00 | -409 | -2.24 | 12-31-2023 |
CORNERSTONE WEALTH MANAGEMENT LLC | COM | 904 | $887,119 | 17,679 | 0.00 | 0.00 | 562 | 3.28 | 03-31-2024 |