Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HENNION & WALSH ASSET MANAGEMENT INC | CL B NEW | 4901 | $309,503 | 736 | 0.00 | 736 | +Inf | 03-31-2024 | |
LAKE POINT WEALTH MANAGEMENT | CL B NEW | 4902 | $201,000 | 736 | 0.11 | 0.12 | 0 | 0.00 | 06-30-2022 |
EXETER FINANCIAL LLC | CL B NEW | 4903 | $305,260 | 735 | 0.00 | 0.00 | -81 | -9.93 | 03-31-2024 |
S R SCHILL & ASSOCIATES | Stock | 4904 | $308,636 | 734 | 0.00 | 0.00 | -425 | -36.67 | 03-31-2024 |