Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIGILANT CAPITAL MANAGEMENT LLC | COMMON STOCK | 701 | $11,000 | 1,063 | 0.00 | 0.00 | -315 | -22.86 | 06-30-2023 |
COPELAND CAPITAL MANAGEMENT LLC | COM | 702 | $16,003 | 983 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REGISTER FINANCIAL ADVISORS LLC | COM | Liquidated | $15,206 | 934 | 0.00 | 0.00 | 934 | +Inf | 03-31-2024 |
CALDWELL SUTTER CAPITAL INC | COM | 704 | $14,522 | 892 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |