Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDWOOD FINANCIAL NETWORK CORP | CAP STK CL C | 3751 | $473,605 | 3,592 | 0.00 | 0.00 | 73 | 2.07 | 09-30-2023 |
MEMBERS TRUST CO | CAP STK CL C | 3752 | $546,461 | 3,589 | 0.00 | 0.00 | 141 | 4.09 | 03-31-2024 |
TRUSTCO BANK CORP N Y | COMMON STOCK | 3753 | $372,840 | 3,585 | 0.00 | 0.00 | 1,020 | 39.77 | 03-31-2023 |
INDEPENDENT WEALTH NETWORK INC | CAP STK CL C | Liquidated | $0 | 0 | 0.00 | 0.00 | 346 | 10.68 | 03-31-2024 |