Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MITSUBISHI UFJ MORGAN STANLEY SECURITIES CO LTD | COM | 3651 | $127,000 | 220 | 0.12 | 0.52 | 100 | 83.33 | 09-30-2021 |
CUTLER GROUP LLC / CA | COM | 3652 | $108,000 | 216 | 0.04 | 0.11 | -1,811 | -89.34 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 3653 | $106,976 | 212 | 0.00 | 0.00 | 31 | 17.13 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | 3654 | $100,920 | 200 | 0.00 | 0.00 | -22 | -9.91 | 03-31-2024 |