Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | 1951 | $204,231 | 2,919 | 0.00 | 0.00 | 125 | 4.47 | 03-31-2024 |
INTERVAL PARTNERS LP | COM | 1952 | $18,949,226 | 2,909 | 0.00 | 2,909 | +Inf | 12-31-2023 | |
ARROW FINANCIAL CORP | COMMON STOCK | 1953 | $189,296 | 2,906 | 0.00 | 0.00 | -314 | -9.75 | 12-31-2023 |
PATRON PARTNERS LLC | Stock | 1954 | $202,773 | 2,898 | 0.00 | 2,898 | +Inf | 03-31-2024 |