Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILLBURN RIDGEFIELD CORP | COM | 1051 | $42,166 | 399 | 0.00 | 0.00 | 30 | 8.13 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 1052 | $41,850 | 396 | 0.00 | 0.00 | 227 | 134.32 | 03-31-2024 |
HOOVER FINANCIAL ADVISORS INC | COM | 1053 | $39,000 | 391 | 0.01 | 0.01 | 3 | 0.77 | 06-30-2021 |
LEE FINANCIAL CO | COM | 1054 | $36,075 | 390 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |