Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 201 | $748,190 | 18,415 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PEAPACK GLADSTONE FINANCIAL CORP | COM | 202 | $785,000 | 18,280 | 0.01 | 0.01 | -347 | -1.86 | 03-31-2024 |
LEGACY ADVISORS LLC | COM | 203 | $774,914 | 17,884 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOREFRONT WEALTH MANAGEMENT INC | COM | 204 | $720,201 | 17,726 | 0.00 | 0.00 | 11 | 0.06 | 09-30-2023 |