Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST CO / SC | Stock | 1401 | $3,975 | 29 | 0.00 | 0.00 | 10 | 52.63 | 12-31-2023 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1402 | $4,000 | 26 | 0.00 | 0.01 | -205 | -88.74 | 06-30-2022 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1403 | $3,782 | 26 | 0.00 | 0.00 | 7 | 36.84 | 03-31-2024 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1404 | $4,000 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |