Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1951 | $1,342,000 | 3,393 | 0.70 | 0.52 | -40 | -1.17 | 06-30-2021 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1952 | $2,477,347 | 3,381 | 0.00 | 0.00 | 105 | 3.21 | 03-31-2024 |
PATRICK MAURO INVESTMENT ADVISOR INC | COM | 1953 | $2,476,289 | 3,380 | 0.00 | 0.00 | -416 | -10.96 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | 1954 | $2,465,029 | 3,365 | 0.00 | 0.00 | 1,420 | 73.01 | 03-31-2024 |