Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYPRESS CAPITAL MANAGEMENT LLC | COM | 1401 | $2,282,000 | 42,180 | 0.30 | 0.30 | 0 | 0.00 | 09-30-2021 |
MARINO STRAM & ASSOCIATES LLC | COM | 1402 | $2,576,232 | 42,109 | 0.00 | 0.00 | 1,996 | 4.98 | 03-31-2024 |
MAIN STREET FINANCIAL SOLUTIONS LLC | COM | 1403 | $2,475,671 | 42,010 | 0.00 | 0.00 | 10,487 | 33.27 | 12-31-2023 |
PORTSIDE WEALTH GROUP LLC | COM | 1404 | $2,568,774 | 41,987 | 0.00 | 0.00 | -721 | -1.69 | 03-31-2024 |