Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL INVESTMENT ADVISORY SERVICES LLC | COM | 551 | $73,919 | 22,956 | 0.00 | 0.00 | -1,828 | -7.38 | 03-31-2024 |
PRINCIPLE WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 400 | 1.79 | 03-31-2024 |
CROSSPOINT FINANCIAL LLC | COM | 553 | $70,840 | 22,000 | 0.00 | 22,000 | +Inf | 03-31-2024 | |
PEAPACK GLADSTONE FINANCIAL CORP | COM | 554 | $70,000 | 21,809 | 0.00 | 21,809 | +Inf | 03-31-2024 |