Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLACKSTON FINANCIAL ADVISORY GROUP LLC | COM NEW | 1451 | $26,127 | 162 | 0.00 | 162 | +Inf | 03-31-2024 | |
PLANNING CAPITAL MANAGEMENT CORP | COM NEW | 1452 | $25,805 | 160 | 0.00 | 0.00 | 50 | 45.45 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | 1453 | $25,644 | 159 | 0.00 | 0.00 | 9 | 6.00 | 03-31-2024 |
FIRST MANHATTAN CO LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 1.92 | 03-31-2024 |