Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | COM | 3351 | $79,956 | 143 | 0.00 | 0.02 | 143 | +Inf | 12-31-2022 |
SOUND INCOME STRATEGIES LLC | COM | 3352 | $186,220 | 141 | 0.00 | 0.00 | 93 | 193.75 | 03-31-2024 |
ARROW FINANCIAL CORP | COMMON STOCK | 3353 | $152,926 | 137 | 0.00 | 0.00 | -8 | -5.52 | 12-31-2023 |
MINT TOWER CAPITAL MANAGEMENT BV | COM | Liquidated | $0 | 0 | 0.02 | 137 | +Inf | 12-31-2023 |