Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFLUG KOORY LLC | COM | 2251 | $118,485 | 916 | 0.00 | 0.00 | 200 | 27.93 | 03-31-2024 |
ABLE WEALTH MANAGEMENT LLC | Stock | 2252 | $109,359 | 900 | 0.00 | 900 | +Inf | 12-31-2023 | |
COWEN PRIME SERVICES LLC | Stock | 2253 | $120,000 | 900 | 0.04 | 0.05 | 0 | 0.00 | 06-30-2021 |
WEST BRANCH CAPITAL LLC | COM | 2254 | $107,974 | 889 | 0.00 | 0.00 | 8 | 0.91 | 12-31-2023 |