Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOBIAS FINANCIAL ADVISORS INC | COM | 3651 | $660,342 | 4,213 | 0.00 | 0.00 | 84 | 2.03 | 12-31-2023 |
ROANOKE ASSET MANAGEMENT CORP/ NY | COM | Liquidated | $0 | 0 | 0.27 | 0.28 | -40 | -0.94 | 03-31-2024 |
PHYSICIAN WEALTH ADVISORS INC | COM | 3653 | $607,636 | 4,207 | 0.00 | 0.00 | -821 | -16.33 | 03-31-2024 |
NORTHSIDE CAPITAL MANAGEMENT LLC | COM | 3654 | $664,153 | 4,198 | 0.00 | 0.00 | -512 | -10.87 | 03-31-2024 |