Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GODSHALK WELSH CAPITAL MANAGEMENT INC | COM | 2701 | $1,929,896 | 12,675 | 0.00 | 0.00 | -1,925 | -13.18 | 03-31-2024 |
SAGEVIEW ADVISORY GROUP LLC | CAP STK CL C | 2702 | $1,932,785 | 12,628 | 0.00 | 12,628 | +Inf | 12-31-2023 | |
ARROW FINANCIAL CORP | COMMON STOCK | 2703 | $2,315,495 | 12,624 | 0.00 | 0.00 | -667 | -5.02 | 06-30-2024 |
DONALDSON CAPITAL MANAGEMENT LLC | CAP STK CL C | 2704 | $2,314,806 | 12,620 | 0.00 | 0.00 | 813 | 6.89 | 06-30-2024 |