Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEBSTER BANK N A | COM | 1501 | $108,167 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 1502 | $65,915 | 148 | 0.00 | 148 | +Inf | 06-30-2023 | |
ICON WEALTH ADVISORS LLC | Stock | 1503 | $102,178 | 142 | 0.00 | 0.00 | -59 | -29.35 | 03-31-2024 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1504 | $102,398 | 142 | 0.00 | 0.00 | 34 | 31.48 | 03-31-2024 |