Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIGILANT CAPITAL MANAGEMENT LLC | COMMON STOCK | 1301 | $37,000 | 640 | 0.00 | 0.00 | 500 | 357.14 | 06-30-2023 |
BLUE TRUST INC | COM NEW | 1302 | $48,956 | 626 | 0.00 | 0.00 | -162 | -20.56 | 03-31-2024 |
HARBOR INVESTMENT ADVISORY LLC | Stock | 1303 | $48,153 | 616 | 0.00 | 0.00 | 106 | 20.78 | 03-31-2024 |
SCARBOROUGH ADVISORS LLC | COM NEW | 1304 | $22,944 | 596 | 0.00 | 596 | +Inf | 12-31-2023 |