Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESPAC ADVISORS SOCAL LLC | COM | 901 | $6,550,544 | 23,233 | 0.00 | 0.00 | 161 | 0.70 | 03-31-2024 |
PARK AVENUE SECURITIES LLC | COM | 902 | $6,544,000 | 23,210 | 0.08 | 0.09 | 1,001 | 4.51 | 03-31-2024 |
COSTON MCISAAC & PARTNERS | COMMON STOCK | 903 | $6,518,000 | 23,122 | 2.09 | 2.37 | 120 | 0.52 | 03-31-2024 |
BLEAKLEY FINANCIAL GROUP LLC | COM | 904 | $6,851,234 | 23,106 | 0.00 | 0.00 | 645 | 2.87 | 12-31-2023 |