Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SARGENT BICKHAM LAGUDIS LLC | COM CL A | 1251 | $4,192 | 103 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 1252 | $13,000 | 100 | 0.00 | 100 | +Inf | 03-31-2022 | |
ST GERMAIN D J CO INC | Stock | 1253 | $6,517 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARROW FINANCIAL CORP | COMMON STOCK | 1254 | $9,166 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |