Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1751 | $158,614 | 972 | 0.00 | 0.00 | 203 | 26.40 | 03-31-2024 |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | 1752 | $156,866 | 961 | 0.00 | 0.00 | -47 | -4.66 | 03-31-2024 |
GOALVEST ADVISORY LLC | Stock | 1753 | $155,059 | 950 | 0.00 | 0.00 | 843 | 787.85 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -34 | -3.48 | 03-31-2024 |