Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED CEDAR CAPITAL LLC | Com | 1551 | $13,000 | 400 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2022 |
YHB INVESTMENT ADVISORS INC | Stock | 1552 | $11,501 | 394 | 0.00 | 394 | +Inf | 03-31-2024 | |
ARROW FINANCIAL CORP | COMMON STOCK | 1553 | $10,830 | 375 | 0.00 | 0.00 | -225 | -37.50 | 12-31-2023 |
CVA FAMILY OFFICE LLC | COM | 1554 | $10,686 | 370 | 0.00 | 370 | +Inf | 12-31-2023 |