Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINERIDGE ADVISORS LLC | COM | 1851 | $6,788 | 39 | 0.00 | 39 | +Inf | 12-31-2023 | |
WEST PACES ADVISORS INC | Stock | 1852 | $7,520 | 38 | 0.00 | 0.00 | -25 | -39.68 | 03-31-2024 |
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 1853 | $7,268 | 37 | 0.00 | 0.00 | 5 | 15.62 | 03-31-2024 |
ARROW FINANCIAL CORP | COMMON STOCK | 1854 | $6,091 | 35 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |