Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 15 | +Inf | 03-31-2024 | |
TOWER VIEW WEALTH MANAGEMENT LLC | COM | 1302 | $5,208 | 15 | 0.00 | 0.00 | -4 | -21.05 | 03-31-2024 |
WEST BRANCH CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
1832 ASSET MANAGEMENT LP | COM | 1304 | $4,860 | 14 | 0.00 | 14 | +Inf | 03-31-2024 |