Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL TRUST ASSET MANAGEMENT LLC | COM | 3301 | $224,471 | 790 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST | COM | 3302 | $224,613 | 790 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLOSSOM WEALTH MANAGEMENT | COM | 3303 | $211,783 | 788 | 0.00 | 788 | +Inf | 09-30-2023 | |
PALISADES HUDSON ASSET MANAGEMENT LP | Com | 3304 | $227,000 | 787 | 0.11 | 0.19 | -525 | -40.02 | 12-31-2023 |