Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHQUEST CORP | COM | 701 | $1,400,594 | 7,201 | 0.00 | 0.00 | -263 | -3.52 | 03-31-2024 |
BURNS J W & CO INC/NY | Stock | 702 | $1,389,100 | 7,142 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PALOMA PARTNERS MANAGEMENT CO | COM | 703 | $1,420,168 | 7,098 | 0.00 | 0.18 | -16,262 | -69.61 | 09-30-2023 |
GRIFFIN ASSET MANAGEMENT INC | COM | 704 | $1,373,559 | 7,062 | 0.00 | 0.00 | -136 | -1.89 | 03-31-2024 |