Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HALPERN FINANCIAL INC | Stock | 1151 | $3,726 | 20 | 0.00 | 0.00 | -33 | -62.26 | 03-31-2024 |
ARROW FINANCIAL CORP | COMMON STOCK | 1152 | $4,431 | 20 | 0.00 | 20 | +Inf | 12-31-2023 | |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 1153 | $2,926 | 20 | 0.00 | 20 | +Inf | 06-30-2023 | |
GRADIENT INVESTMENTS LLC | COM | 1154 | $3,853 | 20 | 0.00 | 20 | +Inf | 03-31-2024 |