Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRIANGLE SECURITIES WEALTH MANAGEMENT | COM | 1751 | $249,304 | 3,071 | 0.00 | 0.00 | 3 | 0.10 | 03-31-2024 |
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 8 | 0.26 | 12-31-2023 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 1753 | $224,217 | 3,066 | 0.00 | 0.00 | -200 | -6.12 | 12-31-2023 |
EDGEMOOR INVESTMENT ADVISORS INC | COM | 1754 | $248,005 | 3,055 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |