Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATRON PARTNERS LLC | Stock | 801 | $651,348 | 5,400 | 0.00 | 0.00 | -100 | -1.82 | 03-31-2024 |
MOLONEY SECURITIES ASSET MANAGEMENT LLC | COM | 802 | $650,262 | 5,391 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIDO ADVISORS LLC | COM | 803 | $647,529 | 5,359 | 0.00 | 0.00 | -602 | -10.10 | 03-31-2024 |
PEAPACK GLADSTONE FINANCIAL CORP | COM | 804 | $644,000 | 5,336 | 0.01 | 0.01 | 1,800 | 50.90 | 03-31-2024 |