Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPS ADVISORS INC | COM | 851 | $1,184,312 | 16,926 | 0.00 | 0.00 | 308 | 1.85 | 03-31-2024 |
GREAT LAKES ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,018 | -32.17 | 03-31-2024 |
REGENTATLANTIC CAPITAL LLC | COM | 853 | $1,294,000 | 16,894 | 0.04 | 0.05 | -3,888 | -18.71 | 09-30-2022 |
TRUSTCO BANK CORP N Y | COMMON STOCK | 854 | $1,440,345 | 16,854 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |