Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINTRUST CAPITAL ADVISORS LLC | COM | 851 | $3,988 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SARGENT BICKHAM LAGUDIS LLC | COM | 852 | $6,000 | 70 | 0.00 | 70 | +Inf | 03-31-2018 | |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 853 | $3,893 | 62 | 0.00 | 0.00 | 57 | 1140.00 | 12-31-2023 |
LENOX WEALTH ADVISORS LLC | COM | 854 | $5,000 | 57 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |