Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1351 | $2,814,809 | 24,765 | 0.00 | 0.00 | 4,652 | 23.13 | 03-31-2024 |
B RILEY WEALTH MANAGEMENT INC | COM | 1352 | $43,335,000 | 24,764 | 0.05 | 0.14 | 9,915 | 66.77 | 06-30-2022 |
WHITENER CAPITAL MANAGEMENT INC | COM | 1353 | $2,723,682 | 24,745 | 0.00 | 0.00 | -37 | -0.15 | 12-31-2023 |
SAWYER & COMPANY INC | COM | 1354 | $2,807,743 | 24,703 | 0.00 | 1.22 | -360 | -1.44 | 03-31-2024 |