Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHSTAR ASSET MANAGEMENT INC | COM | 3201 | $213,958 | 3,202 | 0.00 | 3,202 | +Inf | 06-30-2021 | |
BRAINARD CAPITAL MANAGEMENT LLC | COM | 3202 | $221,448 | 3,195 | 0.00 | 0.00 | 25 | 0.79 | 03-31-2023 |
44 WEALTH MANAGEMENT LLC | COM | 3203 | $203,105 | 3,176 | 0.00 | 0.00 | -10 | -0.31 | 06-30-2023 |
FINANCIAL CONSULATE INC | COM | 3204 | $211,000 | 3,162 | 0.08 | 3,162 | +Inf | 06-30-2021 |