Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOISAND FITZGERALD TAMAYO LLC | COM | 951 | $6,974 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASSET DEDICATION LLC | Equities | 952 | $7,000 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 953 | $5,000 | 33 | 0.00 | 0.18 | -4,366 | -99.25 | 06-30-2022 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 954 | $6,576 | 33 | 0.00 | 0.00 | 5 | 17.86 | 03-31-2024 |