Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COOPER FINANCIAL GROUP | CL A | 3151 | $2,105,487 | 4,336 | 0.00 | 0.00 | 809 | 22.94 | 03-31-2024 |
TRIAGEN WEALTH MANAGEMENT LLC | CL A | 3152 | $2,103,533 | 4,332 | 0.00 | 4,332 | +Inf | 03-31-2024 | |
APEXIUM FINANCIAL LP | CL A | 3153 | $2,100,294 | 4,325 | 0.00 | 0.00 | -48 | -1.10 | 03-31-2024 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | COM | 3154 | $2,098,191 | 4,321 | 0.00 | 0.46 | 76 | 1.79 | 03-31-2024 |