Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENRICH FINANCIAL PARTNERS LLC | COM | 1801 | $12,478 | 192 | 0.00 | 192 | +Inf | 03-31-2024 | |
JOHNSON FINANCIAL GROUP INC | COM | 1802 | $10,661 | 178 | 0.00 | 178 | +Inf | 12-31-2023 | |
ADIRONDACK TRUST CO | ENERGY | 1803 | $11,372 | 175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | COMMON | 1804 | $11,000 | 175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |