Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM | 1051 | $222,000 | 1,428 | 0.01 | 0.01 | -27 | -1.86 | 09-30-2021 |
VALEO FINANCIAL ADVISORS LLC | Stock | 1052 | $252,771 | 1,427 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTPAC BANKING CORP | COM | 1053 | $252,850 | 1,427 | 0.00 | 0.00 | -21,230 | -93.70 | 03-31-2024 |
HOWLAND CAPITAL MANAGEMENT LLC | COM | 1054 | $248,775 | 1,404 | 0.00 | 0.00 | -4 | -0.28 | 03-31-2024 |