Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTERN WEALTH MANAGEMENT LLC | COM | 901 | $775,282 | 339 | 0.00 | 0.00 | 21 | 6.60 | 12-31-2023 |
PEAPACK GLADSTONE FINANCIAL CORP | COM | 902 | $977,000 | 336 | 0.02 | 0.01 | -2 | -0.59 | 03-31-2024 |
SEACREST WEALTH MANAGEMENT LLC | COM | 903 | $965,048 | 332 | 0.00 | 0.00 | 15 | 4.73 | 03-31-2024 |
ANCORA ADVISORS LLC | COM | 904 | $601,923 | 329 | 0.00 | 0.00 | -8 | -2.37 | 09-30-2023 |