Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -24 | -42.11 | 03-31-2024 |
CHILTON CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 33 | +Inf | 03-31-2024 | |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1103 | $2,024 | 32 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1104 | $2,625 | 31 | 0.00 | 0.00 | 9 | 40.91 | 03-31-2024 |