Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPHAMARK ADVISORS LLC | COM | 1551 | $72,000 | 250 | 0.03 | 0.03 | -50 | -16.67 | 03-31-2024 |
ENDURANCE WEALTH MANAGEMENT INC | Stock | 1552 | $40,000 | 248 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |
ADIRONDACK TRUST CO | INFORMATION TECHNOLOGY | 1553 | $69,592 | 240 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INVESTORS RESEARCH CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |