Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST MANHATTAN CO LLC | COM | 351 | $693 | 190 | 0.00 | 0.00 | -200 | -51.28 | 12-31-2023 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 352 | $1,000 | 185 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
CLEARSTEAD ADVISORS LLC | COM | 353 | $570 | 156 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TORONTO DOMINION BANK | COM | Liquidated | $0 | 0 | 0.00 | 150 | +Inf | 12-31-2023 |