Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHEMUNG CANAL TRUST CO | COMMON STOCK | 2251 | $395,763 | 1,584 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
WEALTHCARE ADVISORY PARTNERS LLC | COM | 2252 | $395,530 | 1,584 | 0.00 | 0.00 | -65 | -3.94 | 03-31-2024 |
PLANNING CENTER INC | COM | 2253 | $395,263 | 1,582 | 0.00 | 0.00 | -160 | -9.18 | 06-30-2024 |
FORT POINT CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 16 | 1.02 | 06-30-2024 |