Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARK ESTATES INC/NY | COM | 1051 | $3,541,890 | 123,025 | 0.00 | 0.00 | -84,700 | -40.78 | 12-31-2023 |
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 1052 | $4,079,011 | 122,973 | 0.00 | 0.00 | 3,683 | 3.09 | 09-30-2023 |
CONCURRENT INVESTMENT ADVISORS LLC | COM | 1053 | $3,536,851 | 122,850 | 0.00 | 122,850 | +Inf | 12-31-2023 | |
GREENWICH WEALTH MANAGEMENT LLC | COM | 1054 | $3,535,000 | 122,780 | 0.35 | 0.43 | -352 | -0.29 | 12-31-2023 |