Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PORTFOLIO STRATEGIES INC | COM | 3151 | $781,844 | 7,820 | 0.00 | 0.00 | -170 | -2.13 | 12-31-2023 |
ROSENBAUM JAY D | Com | 3152 | $918,182 | 7,809 | 0.00 | 0.00 | 118 | 1.53 | 09-30-2023 |
KOHMANN BOSSHARD FINANCIAL SERVICES LLC | COM | 3153 | $907,621 | 7,808 | 0.00 | 0.00 | 741 | 10.49 | 03-31-2024 |
CARMICHAEL HILL & ASSOCIATES INC | COM | 3154 | $905,855 | 7,793 | 0.00 | 0.00 | 28 | 0.36 | 03-31-2024 |