Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GYL FINANCIAL SYNERGIES LLC | CL A | 951 | $2,110,556 | 30,151 | 0.00 | 0.00 | 928 | 3.18 | 03-31-2024 |
CITIZENS & NORTHERN CORP | CL A | 952 | $2,110,010 | 30,143 | 0.00 | 0.00 | -562 | -1.83 | 03-31-2024 |
DILLON & ASSOCIATES INC | COMM | 953 | $2,079,000 | 30,128 | 0.40 | 0.40 | 575 | 1.95 | 09-30-2023 |
JAMISON PRIVATE WEALTH MANAGEMENT INC | CL A | 954 | $2,104,802 | 30,069 | 0.00 | 0.00 | -521 | -1.70 | 03-31-2024 |