Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOVACK ADVISORS INC | COM NEW | 1301 | $839,693 | 8,683 | 0.00 | 0.00 | 1,543 | 21.61 | 03-31-2024 |
WINTHROP CAPITAL MANAGEMENT LLC | COM NEW | 1302 | $836,000 | 8,644 | 0.39 | 0.00 | 93 | 1.09 | 03-31-2024 |
FIRST HAWAIIAN BANK | COM NEW | 1303 | $835,477 | 8,639 | 0.00 | 0.00 | 2,642 | 44.06 | 03-31-2024 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | COMMON STOCK | 1304 | $826,947 | 8,551 | 0.00 | 0.00 | -20 | -0.23 | 03-31-2024 |