Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRENTISS SMITH & CO INC | COM | 1451 | $5,098,220 | 31,422 | 0.00 | 0.00 | -240 | -0.76 | 03-31-2024 |
AMERICAN TRUST | Equities | 1452 | $4,603,114 | 31,412 | 0.00 | 0.00 | -542 | -1.70 | 12-31-2023 |
IRONWOOD INVESTMENT COUNSEL LLC | COM | 1453 | $5,073,911 | 31,272 | 0.00 | 0.00 | -2,612 | -7.71 | 03-31-2024 |
MEEDER ADVISORY SERVICES INC | COM | 1454 | $5,059,500 | 31,183 | 0.00 | 0.00 | 1,950 | 6.67 | 03-31-2024 |