Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUMONT & BLAKE INVESTMENT ADVISORS LLC | COM | 851 | $928,394 | 3,747 | 0.00 | 0.27 | 15 | 0.40 | 03-31-2024 |
ABLE FINANCIAL GROUP LLC | COM | 852 | $927,899 | 3,745 | 0.00 | 0.00 | 166 | 4.64 | 03-31-2024 |
ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD | COM | 853 | $854,000 | 3,720 | 0.04 | 0.05 | 0 | 0.00 | 12-31-2023 |
CONTINUUM ADVISORY LLC | COM | 854 | $854,931 | 3,719 | 0.00 | 0.00 | -332 | -8.20 | 12-31-2023 |