Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 751 | $41,528 | 1,596 | 0.00 | 0.00 | 62 | 4.04 | 12-31-2023 |
ARROW FINANCIAL CORP | COMMON STOCK | 752 | $39,941 | 1,535 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 753 | $27,497 | 1,510 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 754 | $39,000 | 1,412 | 0.00 | 1,412 | +Inf | 09-30-2022 |