Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALAN B LANCZ & ASSOCIATES INC | COM | 2351 | $460,039 | 1,015 | 0.00 | 0.00 | -70 | -6.45 | 12-31-2023 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 2352 | $460,784 | 1,013 | 0.00 | 0.00 | 63 | 6.63 | 03-31-2024 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | COM | 2353 | $459,874 | 1,011 | 0.00 | 0.00 | -1,264 | -55.56 | 03-31-2024 |
SYNTAX RESEARCH INC | COM | 2354 | $457,073 | 1,008 | 0.00 | 1,008 | +Inf | 12-31-2023 |