Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IVC WEALTH ADVISORS LLC | COM | 1701 | $1,317,242 | 6,898 | 0.00 | 0.00 | 1,003 | 17.01 | 03-31-2024 |
RENAISSANCE INVESTMENT GROUP LLC | COM | 1702 | $1,317,242 | 6,898 | 0.00 | 0.00 | 285 | 4.31 | 03-31-2024 |
TRUSTCO BANK CORP N Y | COMMON STOCK | 1703 | $903,083 | 6,889 | 0.00 | 0.00 | -133 | -1.89 | 03-31-2023 |
STRAIGHT PATH WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 200 | 2.99 | 03-31-2024 |