Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 601 | $24,955 | 492 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | COM | 602 | $21,652 | 424 | 0.00 | 0.00 | -270 | -38.90 | 03-31-2024 |
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 604 | $20,288 | 400 | 0.00 | 400 | +Inf | 03-31-2024 |