Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALLEY NATIONAL ADVISERS INC | COM NEW | 1551 | $40,000 | 850 | 0.01 | 0.01 | 30 | 3.66 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM NEW | 1552 | $40,547 | 847 | 0.00 | 0.00 | 127 | 17.64 | 03-31-2024 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 1553 | $40,224 | 840 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SILVANT CAPITAL MANAGEMENT LLC | COM NEW | 1554 | $39,253 | 820 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |