Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APRICUS WEALTH LLC | COM CL A | 4651 | $259,062 | 995 | 0.00 | 0.00 | 29 | 3.00 | 12-31-2023 |
MATRIX ASSET ADVISORS INC/NY | COM CL A | 4652 | $277,406 | 994 | 0.00 | 0.00 | 12 | 1.22 | 03-31-2024 |
RETIREMENT INCOME SOLUTIONS INC | COM | 4653 | $277,126 | 993 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLUE SQUARE ASSET MANAGEMENT LLC | COM CL A | 4654 | $277,126 | 993 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |