Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M3 ADVISORY GROUP LLC | COM | 1951 | $276,053 | 3,066 | 0.00 | 0.00 | -827 | -21.24 | 03-31-2024 |
PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | COM | 1952 | $275,604 | 3,061 | 0.00 | 0.00 | 8 | 0.26 | 03-31-2024 |
HARBOR INVESTMENT ADVISORY LLC | Stock | 1953 | $275,373 | 3,058 | 0.00 | 0.00 | -39 | -1.26 | 03-31-2024 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1954 | $243,515 | 3,055 | 0.00 | 0.00 | 198 | 6.93 | 12-31-2023 |