Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SLOCUM GORDON & CO LLP | COM CL A | 5451 | $13,910 | 53 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
WEALTHSTREET INVESTMENT ADVISORS LLC | COM CL A | 5452 | $12,000 | 52 | 0.32 | 0.27 | 0 | 0.00 | 03-31-2022 |
ANFIELD CAPITAL MANAGEMENT LLC | COM CL A | 5453 | $13,649 | 52 | 0.00 | 0.00 | 23 | 79.31 | 06-30-2024 |
ESL TRUST SERVICES LLC | COMMON STOCK | 5454 | $13,386 | 51 | 0.00 | 51 | +Inf | 06-30-2024 |