Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGS POINT CAPITAL MANAGEMENT | ADS | 901 | $28,000 | 882 | 0.00 | 882 | +Inf | 12-31-2021 | |
WEALTHCOLLAB LLC | SPON ADS | 902 | $3,915 | 870 | 0.00 | 870 | +Inf | 03-31-2024 | |
MANCHESTER CAPITAL MANAGEMENT LLC | SPON ADS | 903 | $3,834 | 852 | 0.00 | 0.00 | -9 | -1.05 | 03-31-2024 |
ASSET DEDICATION LLC | Equities | 904 | $4,000 | 835 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |