Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -24 | -2.32 | 03-31-2024 |
MATTERN WEALTH MANAGEMENT LLC | COM | 3602 | $251,213 | 1,011 | 0.00 | 0.00 | 108 | 11.96 | 12-31-2023 |
ANFIELD CAPITAL MANAGEMENT LLC | COM | 3603 | $177,724 | 1,011 | 0.00 | 0.00 | 156 | 18.25 | 03-31-2024 |
PRINCETON PORTFOLIO STRATEGIES GROUP LLC | COM | 3604 | $686,000 | 1,010 | 0.13 | 0.14 | -50 | -4.72 | 06-30-2021 |