Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DECISIONPOINT FINANCIAL LLC | CL A | 1651 | $53,498 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOURGEON CAPITAL MANAGEMENT LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BDO WEALTH ADVISORS LLC | CL A | 1653 | $47,804 | 740 | 0.00 | 0.00 | 240 | 48.00 | 06-30-2023 |
FIRST MANHATTAN CO LLC | CL A | 1654 | $57,105 | 740 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |