Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CANANDAIGUA NATIONAL BANK & TRUST CO | Com | 951 | $2,890,414 | 9,244 | 0.00 | 0.00 | -415 | -4.30 | 03-31-2024 |
LEGACY BRIDGE LLC | SHS | 952 | $2,889,789 | 9,242 | 0.00 | 0.00 | -73 | -0.78 | 03-31-2024 |
BRADLEY FOSTER & SARGENT INC/CT | com | 953 | $2,869,152 | 9,176 | 0.00 | 0.00 | 2,962 | 47.67 | 03-31-2024 |
LMG WEALTH PARTNERS LLC | SHS | 954 | $2,841,010 | 9,086 | 0.00 | 0.00 | -143 | -1.55 | 03-31-2024 |