Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MRA ADVISORY GROUP | COM | 3101 | $2,968,324 | 19,536 | 0.00 | 0.00 | 3,354 | 20.73 | 12-31-2023 |
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | 3102 | $2,963,237 | 19,503 | 0.00 | 0.00 | 436 | 2.29 | 12-31-2023 |
BRIDGEWORTH LLC | COM | 3103 | $2,199,000 | 19,461 | 0.51 | 0.85 | 18,588 | 2129.21 | 09-30-2022 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.34 | 9,995 | 105.98 | 12-31-2023 |