Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALTFEST L J & CO INC | COM | 1001 | $359,000 | 1,036 | 0.05 | 0.05 | 335 | 47.79 | 03-31-2024 |
DAYMARK WEALTH PARTNERS LLC | COM | 1002 | $358,855 | 1,035 | 0.00 | 1,035 | +Inf | 03-31-2024 | |
HILLSDALE INVESTMENT MANAGEMENT INC | COM | 1003 | $467,882 | 1,022 | 0.00 | 0.00 | -150 | -12.80 | 12-31-2023 |
PLIMOTH TRUST CO LLC | Com | 1004 | $352,961 | 1,018 | 0.00 | 0.00 | 288 | 39.45 | 03-31-2024 |