Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BDO WEALTH ADVISORS LLC | COM | 601 | $64,071 | 700 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
MENDOTA FINANCIAL GROUP LLC | COM | 602 | $59,016 | 675 | 0.00 | 0.00 | -80 | -10.60 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 603 | $36,310 | 615 | 0.00 | 615 | +Inf | 09-30-2022 | |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 604 | $52,896 | 605 | 0.00 | 0.00 | 205 | 51.25 | 03-31-2024 |