Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | 3901 | $19,891 | 175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KB FINANCIAL PARTNERS LLC | COM | 3902 | $17,000 | 175 | 0.00 | 0.01 | 0 | 0.00 | 09-30-2023 |
ABLE WEALTH MANAGEMENT LLC | Stock | 3903 | $19,107 | 174 | 0.00 | 174 | +Inf | 12-31-2023 | |
HALPERN FINANCIAL INC | Stock | 3904 | $19,363 | 174 | 0.00 | 0.00 | -168 | -49.12 | 03-31-2024 |