Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRIGGS ADVISORY GROUP INC | COM | 1751 | $383,265 | 1,500 | 0.00 | 1,500 | +Inf | 06-30-2023 | |
C M BIDWELL & ASSOCIATES LTD | COM | 1752 | $245,000 | 1,498 | 0.20 | 0.19 | 999 | 200.20 | 09-30-2022 |
AMELIORA WEALTH MANAGEMENT LTD | COM | 1753 | $423,638 | 1,491 | 0.00 | 0.00 | 100 | 7.19 | 03-31-2024 |
ALTFEST L J & CO INC | COM | 1754 | $422,000 | 1,486 | 0.06 | 1,486 | +Inf | 03-31-2024 |