Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUSTCO BANK CORP N Y | COMMON STOCK | 1901 | $3,675,825 | 23,715 | 0.00 | 0.00 | -850 | -3.46 | 03-31-2023 |
VALLEY WEALTH MANAGERS INC | Stock | 1902 | $3,746,083 | 23,681 | 0.00 | 0.00 | -95,630 | -80.15 | 03-31-2024 |
ENGRAVE WEALTH PARTNERS LLC | COM | 1903 | $3,695,929 | 23,580 | 0.00 | 0.00 | 75 | 0.32 | 12-31-2023 |
CLEAN YIELD GROUP | Stock | 1904 | $3,682,984 | 23,497 | 0.00 | 0.00 | -26 | -0.11 | 12-31-2023 |