Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | COM | 1651 | $24,153 | 83 | 0.00 | 0.01 | 83 | +Inf | 12-31-2022 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 1652 | $25,000 | 82 | 0.01 | 0.01 | 11 | 15.49 | 06-30-2021 |
ADIRONDACK TRUST CO | MATERIALS | 1653 | $45,017 | 81 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 1654 | $37,317 | 81 | 0.00 | 0.00 | 25 | 44.64 | 12-31-2023 |