Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 3101 | $961,776 | 8,180 | 0.00 | 0.00 | 102 | 1.26 | 09-30-2023 |
ROSENBERG MATTHEW HAMILTON | Stock | 3102 | $960,444 | 8,168 | 0.00 | 0.00 | -48 | -0.58 | 09-30-2023 |
NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST | COM | 3103 | $816,237 | 8,164 | 0.00 | 0.00 | 281 | 3.56 | 12-31-2023 |
IVC WEALTH ADVISORS LLC | COM | 3104 | $947,399 | 8,150 | 0.00 | 0.00 | 649 | 8.65 | 03-31-2024 |