Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM | 601 | $9,387 | 417 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 602 | $8,693 | 366 | 0.00 | 0.00 | 122 | 50.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 603 | $8,242 | 347 | 0.00 | 0.00 | -24 | -6.47 | 03-31-2024 |
WEALTHCOLLAB LLC | COM | 604 | $7,862 | 331 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |