Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROMANO BROTHERS AND COMPANY | COM | 451 | $350,254 | 8,195 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES | COM | 452 | $343,159 | 8,029 | 0.00 | 0.00 | -373 | -4.44 | 03-31-2024 |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | 453 | $342,564 | 8,015 | 0.00 | 0.00 | 3,108 | 63.34 | 03-31-2024 |
ROOSEVELT INVESTMENT GROUP LLC | COM | 454 | $344,000 | 8,000 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2022 |