Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BCR WEALTH STRATEGIES LLC | COM | 2251 | $385,000 | 937 | 0.26 | 0.27 | 0 | 0.00 | 03-31-2024 |
YHB INVESTMENT ADVISORS INC | Stock | 2252 | $382,399 | 931 | 0.00 | 0.00 | 14 | 1.53 | 03-31-2024 |
GOLDEN STATE EQUITY PARTNERS | COM | 2253 | $348,907 | 925 | 0.00 | 0.00 | -230 | -19.91 | 09-30-2023 |
ANCORA ADVISORS LLC | COM | 2254 | $349,076 | 925 | 0.00 | 0.00 | 51 | 5.84 | 09-30-2023 |