Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT FINANCIAL LLC | Common Stock | 901 | $1,248,082 | 2,607 | 0.00 | 0.00 | 1,868 | 252.77 | 03-31-2024 |
GOOD LIFE ADVISORS LLC | COM | 902 | $1,208,670 | 2,581 | 0.00 | 0.00 | -170 | -6.18 | 12-31-2023 |
EUDAIMONIA PARTNERS LLC | Stock | 903 | $1,230,156 | 2,570 | 0.00 | 0.00 | -9 | -0.35 | 03-31-2024 |
CANANDAIGUA NATIONAL BANK & TRUST CO | Com | 904 | $1,229,199 | 2,568 | 0.00 | 0.00 | -71 | -2.69 | 03-31-2024 |