Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARRET ASSET MANAGEMENT LLC | COM | 951 | $5,255,000 | 51,899 | 0.00 | 0.83 | -2,525 | -4.64 | 03-31-2023 |
SWISHER FINANCIAL CONCEPTS INC | COM | 952 | $5,757,000 | 51,682 | 5.01 | 5.66 | 12 | 0.02 | 03-31-2024 |
PALLADIUM PARTNERS LLC | COM | 953 | $6,106,000 | 51,586 | 0.27 | 51,586 | +Inf | 03-31-2022 | |
PORTSIDE WEALTH GROUP LLC | COM | 954 | $5,853,255 | 51,498 | 0.00 | 0.00 | 7,571 | 17.24 | 03-31-2024 |