Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALUMBO WEALTH MANAGEMENT LLC | CL B NEW | 2751 | $2,465,509 | 5,863 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARKSTON INTERNATIONAL LLC | common stock | 2752 | $1,747,000 | 5,844 | 1.76 | 1.85 | -1,396 | -19.28 | 12-31-2021 |
TRUWEALTH ADVISORS LLC | CL B NEW | 2753 | $2,449,950 | 5,826 | 0.00 | 0.00 | -372 | -6.00 | 03-31-2024 |
LEVY WEALTH MANAGEMENT GROUP LLC | CL B NEW | 2754 | $2,075,405 | 5,819 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |