Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUMONT & BLAKE INVESTMENT ADVISORS LLC | COM | 1301 | $2,544,664 | 8,950 | 0.00 | 0.80 | 20 | 0.22 | 03-31-2024 |
ABBREA CAPITAL LLC | COM | 1302 | $2,530,000 | 8,900 | 0.33 | 0.36 | 261 | 3.02 | 03-31-2024 |
MURPHY CAPITAL MANAGEMENT INC | COM | 1303 | $2,154,000 | 8,857 | 0.30 | 0.23 | -465 | -4.99 | 06-30-2022 |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 1304 | $2,510,925 | 8,832 | 0.00 | 0.00 | 499 | 5.99 | 03-31-2024 |