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 |
|---|---|---|---|---|---|---|---|---|---|
| MARATHON OIL CORP | COM | 401 | $13,770 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CADENCE DESIGN SYSTEM INC | COM | 402 | $13,619 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 403 | $13,248 | 960 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NETFLIX INC | COM | 404 | $13,146 | 27 | 0.00 | 0.00 | 25 | 1250.00 | 12-31-2023 |
