Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUINNESS ASSET MANAGEMENT LTD | COM | 1101 | $334,548 | 2,744 | 0.00 | 0.00 | 20 | 0.73 | 03-31-2024 |
ARROW FINANCIAL CORP | COMMON STOCK | 1102 | $294,963 | 2,739 | 0.00 | 0.00 | -583 | -17.55 | 12-31-2023 |
TFG ADVISERS LLC | COM | 1103 | $330,634 | 2,712 | 0.00 | 0.00 | 63 | 2.38 | 03-31-2024 |
TCI WEALTH ADVISORS INC | COM | 1104 | $330,526 | 2,711 | 0.00 | 0.00 | -16 | -0.59 | 03-31-2024 |