Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JSAFRA ASSET MANAGEMENT CORP | COM | 4201 | $133,664 | 787 | 0.00 | 0.00 | -180 | -18.61 | 12-31-2023 |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 4202 | $137,383 | 785 | 0.00 | 0.00 | 12 | 1.55 | 03-31-2024 |
CARMEL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 774 | +Inf | 03-31-2024 | |
CYPRESS CAPITAL MANAGEMENT LLC (WY) | COM | 4204 | $132,435 | 774 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |