Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 951 | $51,335 | 313 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INVESTMENT RESEARCH & ADVISORY GROUP INC | ORD | 952 | $49,203 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | ORD | 953 | $45,837 | 300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SALEM INVESTMENT COUNSELORS INC | ORD | 954 | $46,907 | 286 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |