Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GYL FINANCIAL SYNERGIES LLC | COM | 1301 | $6,981,120 | 13,260 | 0.00 | 0.00 | 166 | 1.27 | 12-31-2023 |
SKY INVESTMENT GROUP LLC | COM | 1302 | $6,555,270 | 13,251 | 0.00 | 0.00 | 179 | 1.37 | 03-31-2024 |
SIERRA SUMMIT ADVISORS LLC | COM | 1303 | $6,972,569 | 13,244 | 0.00 | 13,244 | +Inf | 12-31-2023 | |
ARJUNA CAPITAL | COM | 1304 | $6,970,990 | 13,241 | 0.00 | 0.00 | 749 | 6.00 | 12-31-2023 |