Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANNING CAPITAL MANAGEMENT CORP | COM | 2551 | $44,203 | 390 | 0.00 | 0.00 | 186 | 91.18 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 2552 | $43,810 | 386 | 0.00 | 0.00 | -11,844 | -96.84 | 03-31-2024 |
NEWTON ONE INVESTMENTS LLC | COM | 2553 | $43,478 | 383 | 0.00 | 0.00 | -206 | -34.97 | 03-31-2024 |
OPEROSE ADVISORS LLC | COMMON | 2554 | $36,012 | 370 | 0.00 | 0.00 | -292 | -44.11 | 12-31-2023 |