Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
L2 ASSET MANAGEMENT LLC | COM | 951 | $218,271 | 661 | 0.00 | 661 | +Inf | 09-30-2023 | |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 952 | $23,235 | 601 | 0.00 | 0.00 | 78 | 14.91 | 12-31-2023 |
TRUSTCORE FINANCIAL SERVICES LLC | COM | 953 | $24,000 | 587 | 0.00 | 587 | +Inf | 09-30-2022 | |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 954 | $20,489 | 530 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |