Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OXLER PRIVATE WEALTH LLC | COM | 1051 | $5,776,359 | 9,939 | 0.00 | 0.00 | -149 | -1.48 | 03-31-2024 |
HB WEALTH MANAGEMENT LLC | COM | 1052 | $5,761,007 | 9,912 | 0.00 | 0.00 | 1,255 | 14.50 | 03-31-2024 |
ARROW FINANCIAL CORP | COMMON STOCK | 1053 | $5,258,537 | 9,907 | 0.00 | 0.00 | -1,395 | -12.34 | 12-31-2023 |
SECURITY NATIONAL BANK | COM | 1054 | $5,756,304 | 9,904 | 0.00 | 0.00 | -77 | -0.77 | 03-31-2024 |