Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALTSHULER SHAHAM LTD | COM | 751 | $3,506 | 49 | 0.00 | 0.00 | -2 | -3.92 | 06-30-2024 |
HALPERN FINANCIAL INC | Stock | 752 | $2,756 | 48 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 37 | 462.50 | 06-30-2024 |
CONCORD WEALTH PARTNERS | COM | 754 | $3,077 | 43 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |