Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHARDSON CAPITAL MANAGEMENT LLC | COM | 1651 | $5,838 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
CAMBRIDGE TRUST CO | COM | 1652 | $5,776 | 200 | 0.00 | 0.00 | -25 | -11.11 | 12-31-2023 |
SUTTON WEALTH ADVISORS INC | Stock | 1653 | $5,360 | 198 | 0.00 | 0.00 | 55 | 38.46 | 09-30-2023 |
COVINGTON CAPITAL MANAGEMENT | COM | 1654 | $7,000 | 193 | 0.00 | 0.00 | -11 | -5.39 | 06-30-2022 |