Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROCYON ADVISORS LLC | COM | 1701 | $485,641 | 1,141 | 0.00 | 0.00 | -4 | -0.35 | 03-31-2024 |
LEVIN CAPITAL STRATEGIES LP | COM | 1702 | $485,438 | 1,141 | 0.00 | 1,141 | +Inf | 03-31-2024 | |
BEACON BRIDGE WEALTH PARTNERS LLC | COM | 1703 | $482,579 | 1,134 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
1776 WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |