Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FLAGSHIP HARBOR ADVISORS LLC | COM | 1701 | $1,455,184 | 11,585 | 0.00 | 0.00 | 3 | 0.03 | 03-31-2024 |
IHT WEALTH MANAGEMENT LLC | COM | 1702 | $1,219,030 | 11,562 | 0.00 | 0.00 | -801 | -6.48 | 12-31-2023 |
TOMPKINS FINANCIAL CORP | COM | 1703 | $1,450,419 | 11,547 | 0.00 | 0.00 | 9 | 0.08 | 03-31-2024 |
SOLIDARITY WEALTH LLC | COM | 1704 | $1,214,343 | 11,518 | 0.00 | 11,518 | +Inf | 12-31-2023 |