Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESTWOOD ADVISORS GROUP LLC | Stock | 1751 | $1,257,905 | 5,121 | 0.00 | 0.00 | 814 | 18.90 | 12-31-2023 |
JOEL ISAACSON & CO LLC | COM | 1752 | $1,030,425 | 5,120 | 0.00 | 0.00 | -165 | -3.12 | 03-31-2023 |
ROMANO BROTHERS AND COMPANY | COM | 1753 | $1,259,162 | 5,120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ERN FINANCIAL LLC | COM | 1754 | $1,254,426 | 5,101 | 0.00 | 0.00 | 29 | 0.57 | 03-31-2024 |