Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARKS GROUP WEALTH MANAGEMENT INC | COM | 1401 | $760,390 | 6,450 | 0.00 | 0.00 | -99 | -1.51 | 03-31-2024 |
PRIVATE PORTFOLIO PARTNERS LLC | COM | 1402 | $758,049 | 6,430 | 0.00 | 0.00 | -1,107 | -14.69 | 03-31-2024 |
STONEBRIDGE CAPITAL MANAGEMENT INC | COM | 1403 | $758,000 | 6,430 | 0.34 | 0.29 | -470 | -6.81 | 03-31-2024 |
ANCORA ADVISORS LLC | COM | 1404 | $437,363 | 6,429 | 0.00 | 0.00 | 10 | 0.16 | 09-30-2023 |