Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WINCH ADVISORY SERVICES LLC | COM | 551 | $3,141 | 55 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ORG PARTNERS LLC | RPD | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 03-31-2024 | |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 553 | $1,962 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 554 | $1,941 | 34 | 0.00 | 34 | +Inf | 12-31-2023 |