Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEVENBRIDGE FINANCIAL GROUP LLC | COM | 2601 | $273,388 | 16,293 | 0.00 | 0.00 | -2,598 | -13.75 | 12-31-2023 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 2602 | $273,178 | 16,280 | 0.00 | 0.00 | -4,000 | -19.72 | 12-31-2023 |
GENESEE CAPITAL ADVISORS LLC | COM | 2603 | $286,138 | 16,258 | 0.00 | 0.00 | 4,497 | 38.24 | 03-31-2024 |
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | COM | 2604 | $272,621 | 16,246 | 0.00 | 0.00 | -2,495 | -13.31 | 12-31-2023 |