Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOLLOWAY WEALTH MANAGEMENT LLC | CL A | 2751 | $38,000 | 600 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
NORTHWEST CAPITAL MANAGEMENT INC | CL A | 2752 | $41,860 | 598 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ABLE WEALTH MANAGEMENT LLC | Stock | 2753 | $43,241 | 597 | 0.00 | 597 | +Inf | 12-31-2023 | |
ARROW FINANCIAL CORP | COMMON STOCK | 2754 | $42,734 | 590 | 0.00 | 0.00 | -90 | -13.24 | 12-31-2023 |