Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADIRONDACK TRUST CO | INDUSTRIALS | 2251 | $262,034 | 874 | 0.00 | 0.00 | -1 | -0.11 | 06-30-2024 |
GRIMES & COMPANY INC | COM | 2252 | $262,070 | 874 | 0.00 | 0.00 | 108 | 14.10 | 06-30-2024 |
TRUEBLOOD WEALTH MANAGEMENT LLC | COM | 2253 | $252,653 | 872 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
49 WEALTH MANAGEMENT LLC | COM | 2254 | $260,108 | 871 | 0.00 | 871 | +Inf | 06-30-2024 |