Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENERAL PARTNER INC | CL | 2301 | $2,462,544 | 15,567 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARSHALL FINANCIAL GROUP INC /ADV | COM | 2302 | $2,762,000 | 15,557 | 1.25 | 1.11 | -122 | -0.78 | 06-30-2022 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | COM | 2303 | $2,459,795 | 15,550 | 0.00 | 0.78 | -530 | -3.30 | 03-31-2024 |
LEGACY FINANCIAL ADVISORS INC | Stock | 2304 | $2,435,836 | 15,541 | 0.00 | 0.00 | -1,625 | -9.47 | 12-31-2023 |