Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARROW FINANCIAL CORP | COMMON STOCK | 901 | $3,150 | 700 | 0.00 | 0.00 | 300 | 75.00 | 12-31-2023 |
LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | COM | 903 | $2,408 | 700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | COM NEW | 904 | $12,000 | 700 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |