Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRAUN-BOSTICH & ASSOCIATES INC | COM | 1251 | $296,961 | 954 | 0.00 | 0.00 | -383 | -28.65 | 03-31-2024 |
WEALTHCARE ADVISORY PARTNERS LLC | COM | 1252 | $296,027 | 951 | 0.00 | 0.00 | 41 | 4.51 | 03-31-2024 |
WALDRON PRIVATE WEALTH LLC | COM | 1253 | $256,000 | 942 | 0.01 | 942 | +Inf | 12-31-2023 | |
PINNACLE ASSOCIATES LTD | COM | 1254 | $293,196 | 942 | 0.00 | 0.00 | -57 | -5.71 | 03-31-2024 |