Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARK SHEPTOFF FINANCIAL PLANNING LLC | 02-09-2024 | 12-31-2023 | 396 | 165,962,188 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AGNC INVT CORP | COM | 351 | $16,971 | 1,730 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CARMAX INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ENTERPRISE PRODS PARTNERS L | COM | 353 | $16,337 | 620 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ARISTA NETWORKS INC | COM | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 12-31-2023 |
