Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | 901 | $3,751 | 111 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HIGHMARK WEALTH MANAGEMENT LLC | COM | 902 | $3,226 | 111 | 0.00 | 0.00 | 42 | 60.87 | 09-30-2023 |
VALLEY NATIONAL ADVISERS INC | COM | 903 | $3,000 | 107 | 0.00 | 0.00 | -20 | -15.75 | 03-31-2024 |
TORONTO DOMINION BANK | COM | 904 | $3,604 | 106 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |