Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL SECURITY ADVISOR INC | Common Stock | 1901 | $1,085,647 | 8,643 | 0.00 | 0.00 | 1,017 | 13.34 | 03-31-2024 |
ADIRONDACK TRUST CO | INFORMATION TECHNOLOGY | 1902 | $1,085,116 | 8,639 | 0.00 | 0.00 | -198 | -2.24 | 03-31-2024 |
SAGE MOUNTAIN ADVISORS LLC | COM | 1903 | $1,084,905 | 8,637 | 0.00 | 0.00 | 355 | 4.29 | 03-31-2024 |
BIGELOW INVESTMENT ADVISORS LLC | COM | 1904 | $910,493 | 8,636 | 0.00 | 0.00 | -40 | -0.46 | 12-31-2023 |