Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DEDORA CAPITAL INC | COM | 1851 | $887,719 | 1,952 | 0.00 | 0.00 | -21 | -1.06 | 03-31-2024 |
BOENNING & SCATTERGOOD INC | Common Stock | 1852 | $754,000 | 1,951 | 0.15 | 0.15 | 145 | 8.03 | 09-30-2022 |
LOVELESS WEALTH MANAGEMENT LLC | COM | 1853 | $838,000 | 1,950 | 0.55 | 0.45 | 15 | 0.78 | 06-30-2022 |
STRATEGIQ FINANCIAL GROUP LLC | COM | 1854 | $883,375 | 1,949 | 0.00 | 0.00 | 793 | 68.60 | 12-31-2023 |