Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COASTAL BRIDGE ADVISORS LLC | COM | 2351 | $1,559,779 | 10,644 | 0.00 | 0.00 | 23 | 0.22 | 12-31-2023 |
BCS WEALTH MANAGEMENT | COM | 2352 | $1,726,000 | 10,638 | 0.55 | 0.34 | 4,247 | 66.45 | 03-31-2024 |
ABERDEEN WEALTH MANAGEMENT LLC | COM | 2353 | $1,549,137 | 10,621 | 0.00 | 0.00 | -58 | -0.54 | 09-30-2023 |
ISTHMUS PARTNERS LLC | COM | 2354 | $1,554,057 | 10,605 | 0.00 | 0.00 | 1,251 | 13.37 | 12-31-2023 |