Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALUMBO WEALTH MANAGEMENT LLC | COM | 3201 | $7,575,008 | 44,174 | 0.00 | 0.00 | -366 | -0.82 | 03-31-2024 |
BLUEPRINT INVESTMENT PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 44,144 | +Inf | 12-31-2023 | |
CUSTOM INDEX SYSTEMS LLC | COM | 3203 | $8,492,305 | 44,109 | 0.01 | 44,109 | +Inf | 12-31-2023 | |
DREXEL MORGAN & CO | COM | 3204 | $7,562,611 | 44,102 | 0.00 | 0.00 | 150 | 0.34 | 03-31-2024 |