Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HALPERN FINANCIAL INC | 04-09-2024 | 03-31-2024 | 210 | 344,448,195 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HEALTHCARE SVCS GROUP INC COM | Stock | 501 | $1,894 | 60 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
| ACLARIS THERAPEUTICS INC COM | Stock | 502 | $1,875 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EASTGROUP PPTYS INC COM | REIT | 503 | $1,852 | 12 | 0.00 | 12 | +Inf | 06-30-2022 | |
| SILICON LABORATORIES INC COM | Stock | 504 | $1,823 | 13 | 0.00 | 13 | +Inf | 06-30-2022 |
