Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WINTHROP ADVISORY GROUP LLC | COM | 2751 | $512,169 | 1,015 | 0.00 | 0.00 | -23 | -2.22 | 03-31-2024 |
JACOBSEN CAPITAL MANAGEMENT | COM | 2752 | $511,160 | 1,013 | 0.00 | 0.00 | -1 | -0.10 | 03-31-2024 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | COM | 2753 | $511,000 | 1,012 | 0.54 | 0.84 | 0 | 0.00 | 03-31-2024 |
JOEL ISAACSON & CO LLC | COM | 2754 | $389,609 | 1,011 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |