Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST MANHATTAN CO LLC | COM | 551 | $319 | 43 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
GLEN EAGLE ADVISORS LLC | COM | Liquidated | $1,643 | 40 | 0.00 | 0.00 | 40 | +Inf | 09-30-2021 |
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 554 | $282 | 38 | 0.00 | 38 | +Inf | 03-31-2024 |