Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HENNION & WALSH ASSET MANAGEMENT INC | COM | 551 | $2,686,078 | 38,389 | 0.00 | 0.00 | -184 | -0.48 | 03-31-2024 |
CLEAN YIELD GROUP | Stock | 552 | $2,497,272 | 38,337 | 0.00 | 0.00 | -175 | -0.45 | 12-31-2023 |
SOUND VIEW WEALTH ADVISORS GROUP LLC | COM | 553 | $2,680,972 | 38,316 | 0.00 | 0.00 | -657 | -1.69 | 03-31-2024 |
HYMAN CHARLES D | COM | 554 | $2,676,000 | 38,245 | 0.00 | 0.00 | -20 | -0.05 | 03-31-2024 |