Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SKYLANDS CAPITAL LLC | COM | 1501 | $47,059 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FRIEDENTHAL FINANCIAL | COM | 1502 | $44,968 | 86 | 0.00 | 0.00 | -3 | -3.37 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1504 | $43,922 | 84 | 0.00 | 0.00 | 12 | 16.67 | 03-31-2024 |