Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WOLFF WIESE MAGANA LLC | CAP STK CL C | 4901 | $51,921 | 341 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTCHESTER CAPITAL MANAGEMENT INC | common stock | 4902 | $47,916 | 340 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SBK FINANCIAL INC | CAP STK CL C | 4903 | $744,000 | 340 | 0.97 | 340 | +Inf | 06-30-2022 | |
SANCTUARY WEALTH MANAGEMENT LLC | CAP STK CL C | 4904 | $47,916 | 340 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |