Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
XML FINANCIAL LLC | SHS | 1601 | $908,487 | 11,028 | 0.00 | 0.00 | -5,712 | -34.12 | 12-31-2023 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | COM | 1602 | $960,219 | 11,018 | 0.00 | 0.29 | -377 | -3.31 | 03-31-2024 |
JUPITER WEALTH MANAGEMENT LLC | COM | 1603 | $906,180 | 11,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CITO CAPITAL GROUP LLC | SHS | 1604 | $911,000 | 10,988 | 0.39 | 0.35 | 2,450 | 28.70 | 12-31-2023 |