Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1351 | $15,069 | 192 | 0.00 | 0.00 | 38 | 24.68 | 03-31-2024 |
MARQUETTE ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JNBA FINANCIAL ADVISORS | COM | 1353 | $12,812 | 186 | 0.00 | 0.00 | -25 | -11.85 | 09-30-2023 |
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | Liquidated | $0 | 0 | 0.00 | 0.00 | 9 | 5.17 | 12-31-2023 |