Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1351 | $5,294 | 66 | 0.00 | 0.00 | -411 | -86.16 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | REIT | 1352 | $4,199 | 60 | 0.00 | 60 | +Inf | 12-31-2023 | |
ASSET DEDICATION LLC | Equities | 1353 | $5,000 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUARRY LP | COM | 1354 | $4,129 | 59 | 0.00 | 0.00 | -20 | -25.32 | 12-31-2023 |