Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARROW FINANCIAL CORP | COMMON STOCK | 1401 | $2,234,651 | 9,098 | 0.00 | 0.00 | -6,194 | -40.50 | 12-31-2023 |
HYMAN CHARLES D | COM | 1402 | $1,846,000 | 9,065 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
MARKSTON INTERNATIONAL LLC | common stock | 1403 | $2,279,000 | 9,048 | 2.30 | 1.78 | -630 | -6.51 | 12-31-2021 |
CONFLUENCE WEALTH SERVICES INC | COM | 1404 | $2,225,094 | 9,048 | 0.00 | 0.00 | -25 | -0.28 | 03-31-2024 |