Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1151 | $4,958 | 24 | 0.00 | 24 | +Inf | 06-30-2024 | |
THOMAS J HERZFELD ADVISORS INC | COM | 1152 | $5,012 | 23 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
FAMILY FIRM INC | Stock | 1153 | $4,545 | 22 | 0.00 | 22 | +Inf | 06-30-2024 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | 1154 | $4,545 | 22 | 0.00 | 0.00 | -6 | -21.43 | 06-30-2024 |