Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANCORA ADVISORS LLC | CLSD FD | 301 | $126,060 | 12,227 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
GREAT VALLEY ADVISOR GROUP INC | COM | 302 | $140,669 | 12,023 | 0.00 | 12,023 | +Inf | 06-30-2023 | |
WMG FINANCIAL ADVISORS LLC | COM | 303 | $144,962 | 11,931 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EQUITABLE HOLDINGS INC | COM | 304 | $143,394 | 11,802 | 0.00 | 11,802 | +Inf | 03-31-2024 |