Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYPRESS CAPITAL GROUP | COM | 901 | $686,348 | 13,953 | 0.00 | 0.00 | -544 | -3.75 | 03-31-2024 |
SNOWDEN CAPITAL ADVISORS LLC | COM | 902 | $682,848 | 13,936 | 0.00 | 0.00 | -580 | -4.00 | 06-30-2024 |
JOEL ISAACSON & CO LLC | COM | 903 | $681,110 | 13,900 | 0.00 | 0.00 | -1,660 | -10.67 | 06-30-2024 |
TCI WEALTH ADVISORS INC | COM | 904 | $677,229 | 13,821 | 0.00 | 0.00 | 44 | 0.32 | 06-30-2024 |