Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HALPERN FINANCIAL INC | Stock | 3751 | $310,396 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORTIS GROUP ADVISORS LLC | Common Stock | 3752 | $233,168 | 400 | 0.00 | 0.00 | 200 | 100.00 | 12-31-2023 |
PINE HAVEN INVESTMENT COUNSEL INC | COM | 3753 | $311,184 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL ADVISORS WEALTH MANAGEMENT LLC | COM | 3754 | $311,331 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |