Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AARON WEALTH ADVISORS LLC | COM | 1601 | $470,485 | 6,423 | 0.00 | 0.00 | -760 | -10.58 | 03-31-2024 |
NBT BANK N A /NY | Com | 1602 | $494,250 | 6,413 | 0.00 | 0.00 | 346 | 5.70 | 06-30-2023 |
BETA WEALTH GROUP INC | COM | 1603 | $480,061 | 6,406 | 0.00 | 0.00 | 105 | 1.67 | 09-30-2023 |
SPIRE WEALTH MANAGEMENT | COM | 1604 | $467,827 | 6,387 | 0.00 | 0.00 | -952 | -12.97 | 03-31-2024 |