Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMALGAMATED BANK | COM | 351 | $15,000 | 2,959 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
NISA INVESTMENT ADVISORS LLC | XXX | Liquidated | $0 | 0 | 0.00 | 0.00 | -33 | -1.16 | 06-30-2024 |
MENDOTA FINANCIAL GROUP LLC | COM | 353 | $14,142 | 2,720 | 0.00 | 0.00 | 41 | 1.53 | 06-30-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 354 | $10,344 | 1,989 | 0.00 | 0.00 | 1,596 | 406.11 | 06-30-2024 |