Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEIGERWALD GORDON & KOCH INC | COM | 1751 | $1,035,601 | 3,503 | 0.00 | 0.00 | -9 | -0.26 | 12-31-2023 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | COM | 1752 | $1,283,604 | 3,503 | 0.00 | 0.32 | 4 | 0.11 | 03-31-2024 |
DMC GROUP LLC | Stock | Liquidated | $0 | 0 | 0.00 | 3,501 | +Inf | 03-31-2024 | |
1858 WEALTH MANAGEMENT LLC | COM | 1754 | $1,034,254 | 3,498 | 0.00 | 3,498 | +Inf | 03-31-2024 |