Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TWIN CITY PRIVATE WEALTH LLC | COM | 1101 | $441,448 | 7,661 | 0.00 | 7,661 | +Inf | 03-31-2024 | |
DA DAVIDSON & CO | COM | 1102 | $437,351 | 7,590 | 0.00 | 0.00 | 1,354 | 21.71 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1103 | $337,328 | 7,577 | 0.00 | 0.00 | -454 | -5.65 | 06-30-2023 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1104 | $435,550 | 7,559 | 0.00 | 0.00 | 35 | 0.47 | 03-31-2024 |