Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADIRONDACK TRUST CO | MATERIALS | 1001 | $3,502 | 21 | 0.00 | 21 | +Inf | 03-31-2024 | |
NEW MILLENNIUM GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AVION WEALTH | COM | 1003 | $4,000 | 20 | 0.00 | 0.00 | -5 | -20.00 | 03-31-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 1004 | $2,816 | 19 | 0.00 | 19 | +Inf | 12-31-2023 |