Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BENIN MANAGEMENT CORP | COM | 2101 | $636,416 | 9,958 | 0.00 | 0.00 | -336 | -3.26 | 03-31-2024 |
DOMANI WEALTH LLC | COM | 2102 | $767,023 | 9,951 | 0.00 | 0.23 | 0 | 0.00 | 03-31-2023 |
KEEL POINT LLC | COM | 2103 | $635,782 | 9,948 | 0.00 | 0.00 | 877 | 9.67 | 03-31-2024 |
DELAP WEALTH ADVISORY LLC | COM | 2104 | $633,150 | 9,907 | 0.00 | 9,907 | +Inf | 03-31-2024 |