Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESCENT CAPITAL CONSULTING LLC | Real Estate Investment Trust | 951 | $26,000 | 507 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2021 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 952 | $22,075 | 507 | 0.00 | 0.00 | -7 | -1.36 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 953 | $24,139 | 507 | 0.00 | 0.00 | -28 | -5.23 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 954 | $21,565 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |