Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LARSON FINANCIAL GROUP LLC | COM | 1151 | $2,590 | 23 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1152 | $2,642 | 23 | 0.00 | 0.00 | 4 | 21.05 | 03-31-2024 |
CRIBSTONE CAPITAL MANAGEMENT LLC | CS | 1153 | $2,000 | 22 | 0.00 | 0.00 | -25 | -53.19 | 06-30-2022 |
RED TORTOISE LLC | Stock | 1154 | $2,411 | 21 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |