Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALEM CAPITAL MANAGEMENT INC | COM | 3251 | $559,000 | 4,430 | 0.44 | 0.46 | 0 | 0.00 | 09-30-2022 |
RETIREMENT PLANNING GROUP LLC | COM | 3252 | $717,866 | 4,424 | 0.00 | 0.00 | 725 | 19.60 | 03-31-2024 |
ALTFEST L J & CO INC | COM | 3253 | $718,000 | 4,423 | 0.10 | 0.09 | 251 | 6.02 | 03-31-2024 |
BANK PICTET & CIE (ASIA) LTD | COM | 3254 | $647,414 | 4,418 | 0.00 | 0.00 | -4,736 | -51.74 | 12-31-2023 |