Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CATALYST FINANCIAL PARTNERS LLC | COM | 1751 | $550,026 | 880 | 0.00 | 0.00 | 98 | 12.53 | 12-31-2023 |
WELLINGTON SHIELDS CAPITAL MANAGEMENT LLC | Stock | 1752 | $568,750 | 875 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ESSEX FINANCIAL SERVICES INC | Stock | 1753 | $447,151 | 875 | 0.00 | 0.00 | 180 | 25.90 | 09-30-2023 |
BOENNING & SCATTERGOOD INC | Common Stock | 1754 | $339,000 | 874 | 0.07 | 0.06 | 0 | 0.00 | 09-30-2022 |