Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINTRUST CAPITAL ADVISORS LLC | COM | 3551 | $634,185 | 4,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PINENO LEVIN & FORD ASSET MANAGEMENT INC | CAP STK CL C | 3552 | $12,986,000 | 4,488 | 3.82 | 3.87 | 3 | 0.07 | 12-31-2021 |
ARBOR INVESTMENT ADVISORS LLC | Stock | 3553 | $683,248 | 4,487 | 0.00 | 4,487 | +Inf | 03-31-2024 | |
HOLISTIC PLANNING LLC | CAP STK CL C | 3554 | $631,790 | 4,483 | 0.00 | 4,483 | +Inf | 12-31-2023 |