Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELLINGTON SHIELDS CAPITAL MANAGEMENT LLC | Stock | 651 | $128,519 | 1,723 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | CL A | 652 | $125,752 | 1,686 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PNC MANAGED ACCOUNT SOLUTIONS INC | CL A | 653 | $322,000 | 1,677 | 0.06 | 1,677 | +Inf | 06-30-2021 | |
EAGLE BAY ADVISORS LLC | Stock | 654 | $122,111 | 1,637 | 0.00 | 1,637 | +Inf | 03-31-2024 |