Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 1451 | $38,426 | 291 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NAPLES MONEY MANAGEMENT LLC | Stock | 1452 | $38,292 | 290 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LAZARD ASSET MANAGEMENT LLC | Common Stock | 1453 | $34,000 | 283 | 0.00 | 0.00 | 160 | 130.08 | 12-31-2023 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 270 | +Inf | 03-31-2024 |