Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADIRONDACK TRUST CO | ENERGY | 1751 | $138,333 | 2,757 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 1752 | $133,930 | 2,669 | 0.00 | 0.00 | -904 | -25.30 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 1753 | $130,468 | 2,600 | 0.00 | 0.00 | -30 | -1.14 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 1754 | $129,766 | 2,586 | 0.00 | 0.00 | -337 | -11.53 | 03-31-2024 |