Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COHEN & STEERS INC | COM | 2201 | $155,000 | 10,276 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ABNER HERRMAN & BROCK LLC | COM | 2202 | $125,000 | 10,250 | 0.02 | 0.02 | -175 | -1.68 | 12-31-2023 |
ARS WEALTH ADVISORS LLC | COM | 2203 | $152,000 | 10,220 | 0.03 | 10,220 | +Inf | 06-30-2021 | |
VESTOR CAPITAL LLC | COMMON STOCK | 2204 | $136,000 | 10,218 | 0.01 | 0.01 | -100 | -0.97 | 03-31-2024 |