Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANNING CAPITAL MANAGEMENT CORP | COM | 2901 | $1,200,908 | 10,331 | 0.00 | 0.00 | 11 | 0.11 | 03-31-2024 |
MERIDIAN WEALTH PARTNERS LLC | COM | 2902 | $1,198,345 | 10,309 | 0.00 | 0.00 | 13 | 0.13 | 03-31-2024 |
ARMSTRONG HENRY H ASSOCIATES INC | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | -232 | -2.20 | 03-31-2024 |
CROSS STAFF INVESTMENTS INC | COM | 2904 | $1,193,246 | 10,265 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |