Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTER FOR FINANCIAL PLANNING INC | COM | 1401 | $873,561 | 7,702 | 0.00 | 0.00 | 500 | 6.94 | 03-31-2024 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | Common | 1402 | $867,000 | 7,648 | 0.11 | 0.10 | 102 | 1.35 | 03-31-2024 |
QUADCAP WEALTH MANAGEMENT LLC | COM | 1403 | $866,781 | 7,643 | 0.00 | 0.00 | -187 | -2.39 | 03-31-2024 |
REYNDERS MCVEIGH CAPITAL MANAGEMENT LLC | COM | 1404 | $741,000 | 7,609 | 0.05 | 0.06 | -1,587 | -17.26 | 12-31-2023 |