Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITIZENS BUSINESS BANK | COM | 3851 | $526,177 | 3,357 | 0.00 | 0.00 | -801 | -19.26 | 12-31-2023 |
CAPITAL ADVISORS LTD LLC | COM | 3852 | $530,000 | 3,353 | 0.07 | 0.08 | -101 | -2.92 | 03-31-2024 |
MATRIX ASSET ADVISORS INC/NY | COM | 3853 | $529,146 | 3,345 | 0.00 | 0.00 | -75 | -2.19 | 03-31-2024 |
GREENWICH WEALTH MANAGEMENT LLC | COM | 3854 | $524,000 | 3,344 | 0.05 | 0.06 | -22 | -0.65 | 12-31-2023 |