Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARROW FINANCIAL CORP | COMMON STOCK | 1151 | $2,041,317 | 39,784 | 0.00 | 0.00 | 38 | 0.10 | 12-31-2023 |
LINDEN THOMAS ADVISORY SERVICES LLC | COM | 1152 | $2,040,342 | 39,765 | 0.00 | 0.00 | 1,316 | 3.42 | 12-31-2023 |
PEAK ASSET MANAGEMENT LLC | COM | 1153 | $2,155,860 | 39,754 | 0.00 | 0.00 | -13,554 | -25.43 | 03-31-2024 |
WINTRUST INVESTMENTS LLC | COM | 1154 | $2,150,000 | 39,652 | 0.19 | 0.18 | 3,515 | 9.73 | 03-31-2024 |