Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAX WEALTH ADVISORS LLC | COM | 51 | $197,872 | 17,342 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PHILADELPHIA TRUST CO | COM | 52 | $197,000 | 16,957 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
WETHERBY ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 944 | 5.92 | 03-31-2024 |
HIGHTOWER ADVISORS LLC | COM | 54 | $192,000 | 16,489 | 0.00 | 0.00 | 143 | 0.87 | 03-31-2024 |