Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 551 | $34,000 | 1,711 | 0.01 | 0.00 | 1,498 | 703.29 | 09-30-2021 |
CUTLER GROUP LLC / CA | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,630 | -52.08 | 03-31-2024 |
MANCHESTER CAPITAL MANAGEMENT LLC | CL A | 553 | $3,915 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | CL A | 554 | $3,518 | 1,348 | 0.00 | 0.00 | -5,880 | -81.35 | 03-31-2024 |