Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1501 | $5,125,314 | 13,361 | 0.00 | 0.00 | 752 | 5.96 | 03-31-2024 |
AMERITAS INVESTMENT COMPANY LLC | COM | 1502 | $4,384,000 | 13,356 | 0.20 | 0.22 | 6,857 | 105.51 | 09-30-2021 |
INVESTMARK ADVISORY GROUP LLC | COM | 1503 | $4,612,976 | 13,311 | 0.00 | 2.95 | 1,389 | 11.65 | 12-31-2023 |
ROUNDVIEW CAPITAL LLC | COM | 1504 | $5,094,976 | 13,282 | 0.00 | 0.00 | 620 | 4.90 | 03-31-2024 |