Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSPIRE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 161 | 17.09 | 03-31-2024 |
TRUSTCO BANK CORP N Y | COMMON STOCK | 1802 | $315,931 | 1,100 | 0.00 | 0.00 | -100 | -8.33 | 03-31-2023 |
CORNERSTONE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,100 | +Inf | 12-31-2023 | |
NWAM LLC | COM | 1804 | $300,544 | 1,098 | 0.00 | 0.03 | -50 | -4.36 | 12-31-2023 |