Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALTFEST L J & CO INC | COM | 2051 | $528,000 | 9,113 | 0.07 | 0.06 | 587 | 6.88 | 03-31-2024 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT LLC | COM | 2052 | $527,725 | 9,105 | 0.00 | 0.00 | -212 | -2.28 | 03-31-2024 |
TITUS WEALTH MANAGEMENT | COM | 2053 | $356,000 | 9,092 | 0.18 | 0.15 | 2,353 | 34.92 | 06-30-2022 |
KORE PRIVATE WEALTH LLC | COM | 2054 | $441,000 | 9,090 | 0.06 | 0.05 | -790 | -8.00 | 03-31-2022 |