Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOMPKINS FINANCIAL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COWEN PRIME ADVISORS LLC | Stock | 1052 | $2,850 | 44 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 1053 | $2,374 | 42 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWEST CAPITAL MANAGEMENT INC | COM | 1054 | $2,374 | 42 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |