Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALDWELL SUTTER CAPITAL INC | COM | 1451 | $25,979 | 890 | 0.00 | 0.00 | -1,255 | -58.51 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 1452 | $25,716 | 881 | 0.00 | 0.00 | -370 | -29.58 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 1453 | $25,688 | 880 | 0.00 | 0.00 | 146 | 19.89 | 03-31-2024 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1454 | $25,659 | 879 | 0.00 | 0.00 | 47 | 5.65 | 03-31-2024 |