Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZHANG FINANCIAL LLC | COM | 1351 | $1,646,966 | 7,233 | 0.00 | 0.00 | 1,854 | 34.47 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 1352 | $1,639,824 | 7,202 | 0.00 | 0.00 | 360 | 5.26 | 03-31-2024 |
CONNOLLY SARAH T | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MARKSTON INTERNATIONAL LLC | common stock | 1354 | $1,177,000 | 7,193 | 1.19 | 1.54 | -2,605 | -26.59 | 12-31-2021 |