Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DOYLE WEALTH MANAGEMENT | COM | 601 | $1,359,000 | 13,699 | 0.12 | 0.14 | 379 | 2.85 | 09-30-2022 |
FRONT ROW ADVISORS LLC | REIT | 602 | $1,961,969 | 13,621 | 0.00 | 0.00 | -140 | -1.02 | 03-31-2024 |
GYL FINANCIAL SYNERGIES LLC | COM | 603 | $1,960,961 | 13,614 | 0.00 | 0.00 | -1,173 | -7.93 | 03-31-2024 |
ANDRA AP-FONDEN | COM | 604 | $1,944,540 | 13,500 | 0.00 | 13,500 | +Inf | 03-31-2024 |