Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITIZENS FINANCIAL GROUP INC/RI | SH BEN INT | Liquidated | $0 | 0 | 0.01 | 0.01 | -3,500 | -6.83 | 03-31-2024 |
WHITENER CAPITAL MANAGEMENT INC | SH BEN INT | 52 | $168,468 | 47,190 | 0.00 | 0.00 | 230 | 0.49 | 12-31-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | SH BEN INT | 53 | $151,673 | 43,089 | 0.00 | 0.00 | 937 | 2.22 | 03-31-2024 |
PEAPACK GLADSTONE FINANCIAL CORP | SH BEN INT | 54 | $145,000 | 41,208 | 0.00 | 0.00 | -5,888 | -12.50 | 03-31-2024 |