Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUME CAPITAL MANAGEMENT INC | COM | 1151 | $19,594 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1152 | $19,105 | 195 | 0.00 | 0.00 | 12 | 6.56 | 06-30-2024 |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 188 | +Inf | 06-30-2024 |
WHITTIER TRUST CO | US MID-CAP EQUITIES | 1154 | $18,039 | 180 | 0.00 | 0.00 | -50 | -21.74 | 03-31-2024 |