Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARDEN TRUST CO | COMMON STOCK | 1701 | $3,658,180 | 27,724 | 0.00 | 0.00 | -1,333 | -4.59 | 03-31-2024 |
LAKE STREET PRIVATE WEALTH LLC | COM | 1702 | $3,658,219 | 27,724 | 0.00 | 0.00 | 530 | 1.95 | 03-31-2024 |
FMA ADVISORY INC | COM | 1703 | $2,078,000 | 27,666 | 0.77 | 0.93 | -4,573 | -14.18 | 09-30-2021 |
SYON CAPITAL LLC | Stock | 1704 | $3,009,062 | 27,601 | 0.00 | 0.00 | 3,944 | 16.67 | 12-31-2023 |