Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNET INVESTMENT ADVISORY GROUP INC | COM | 1351 | $1,756,324 | 18,293 | 0.00 | 0.00 | 1,408 | 8.34 | 12-31-2023 |
LAIRD NORTON WETHERBY TRUST COMPANY LLC | COM | 1352 | $1,754,871 | 18,278 | 0.00 | 0.00 | 6,914 | 60.84 | 12-31-2023 |
ROUNDVIEW CAPITAL LLC | COM | 1353 | $1,666,984 | 18,264 | 0.00 | 0.00 | 9,862 | 117.38 | 09-30-2023 |
ARROW FINANCIAL CORP | COMMON STOCK | 1354 | $1,745,269 | 18,178 | 0.00 | 0.00 | -466 | -2.50 | 12-31-2023 |