Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ALLIANCE ADVISORY GROUP LLC | COM | 1901 | $330,334 | 340 | 0.00 | 340 | +Inf | 03-31-2024 | |
NORTHSTAR GROUP INC | COM | 1902 | $266,308 | 340 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KOZAK & ASSOCIATES INC | Stock | 1903 | $320,107 | 339 | 0.00 | 0.00 | 160 | 89.39 | 03-31-2024 |
SAX WEALTH ADVISORS LLC | COM | 1904 | $265,372 | 339 | 0.00 | 339 | +Inf | 12-31-2023 |