Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -100 | -11.49 | 03-31-2024 |
TOMPKINS FINANCIAL CORP | COM | 902 | $4,234 | 730 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 903 | $3,230 | 724 | 0.00 | 0.00 | -1,543 | -68.06 | 12-31-2023 |
CUTLER GROUP LLC / CA | Call | 904 | $0 | 700 | 0.00 | 0.00 | -7,100 | -91.03 | 03-31-2024 |