Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | Liquidated | $0 | 0 | 0.00 | 150 | +Inf | 03-31-2024 | |
GLASSMAN WEALTH SERVICES | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -29 | -16.20 | 03-31-2024 |
LIFE PLANNING PARTNERS INC | TWLO | 1403 | $11,305 | 149 | 0.00 | 149 | +Inf | 12-31-2023 | |
MANCHESTER CAPITAL MANAGEMENT LLC | CL A | 1404 | $8,867 | 145 | 0.00 | 0.00 | -1 | -0.68 | 03-31-2024 |