Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 1551 | $20,538 | 141 | 0.00 | 0.00 | 110 | 354.84 | 12-31-2023 |
SACHETTA LLC | SPON ADR NEW | 1552 | $19,665 | 135 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRINCETON GLOBAL ASSET MANAGEMENT LLC | ADR | 1553 | $20,086 | 135 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADIRONDACK TRUST CO | CONSUMER DISCRETIONARY | 1554 | $19,930 | 134 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |