Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | 3001 | $8,000 | 140 | 0.00 | 0.00 | 88 | 169.23 | 03-31-2024 |
FINANCIAL CONNECTIONS GROUP INC | COM STK | 3002 | $8,000 | 130 | 0.01 | 130 | +Inf | 03-31-2024 | |
HALPERN FINANCIAL INC | Stock | 3003 | $3,764 | 127 | 0.00 | 0.00 | -273 | -68.25 | 09-30-2021 |
THOMAS J HERZFELD ADVISORS INC | COM | 3004 | $6,576 | 123 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |