| |
Institutional
Holders
Total
Institutions:
 |
6  2 |
|
|
Total
shares held :
|
203,219 |
|
|
% of shares
held :
|
2.26% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
90,252 |
|
|
% of shares
held change :
|
1% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Livelsberger Financial Advisory |
2 |
- |
2023-12-31 |
2,530,315 |
$5,896,000 |
0 |
|
| Financial Gravity Wealth Inc. |
196 |
- |
2023-12-31 |
133 |
$1,270,000 |
0 |
|
| Main Street Group LTD |
68 |
- |
2023-12-31 |
101,806 |
$237,000 |
0 |
|
| CANANDAIGUA NATIONAL CORP |
244 |
- |
2022-12-31 |
75,761 |
$172,000 |
0 |
|
| NORTH STAR ASSET MANAGEMENT INC |
287 |
*New |
2023-12-31 |
27,612 |
$64,000 |
27,612 |
|
| Strategic Investment Solutions Inc. /IL |
234 |
- |
2023-12-31 |
23,290 |
$54,000 |
23,290 |
|
| GOFEN & GLOSSBERG LLC /IL/ |
506 |
- |
2022-12-31 |
21,615 |
$49,000 |
343 |
|
| Jackson Wealth Management LLC |
90 |
- |
2023-12-31 |
11,191 |
$26,000 |
163 |
|
| CANANDAIGUA NATIONAL BANK & TRUST CO |
265 |
*Closed |
2024-03-31 |
0 |
$0 |
-39,187 |
|
|
9 Records found
|
1
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Page 1 of 1 |
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