Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOEL ISAACSON & CO LLC | COM | 1351 | $318,381 | 3,499 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
CWA ASSET MANAGEMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 302 | 9.47 | 12-31-2023 |
ABACUS PLANNING GROUP INC | COM | 1353 | $282,646 | 3,480 | 0.00 | 0.00 | -1 | -0.03 | 12-31-2023 |
IGNITE PLANNERS LLC | COM | 1354 | $293,084 | 3,466 | 0.00 | 0.00 | 249 | 7.74 | 03-31-2024 |