Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 551 | $1,093 | 14 | 0.00 | 14 | +Inf | 06-30-2023 | |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 552 | $797 | 10 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ADIRONDACK TRUST CO | CONSUMER STAPLES | 553 | $890 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 554 | $891 | 10 | 0.00 | 10 | +Inf | 03-31-2024 |