Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HENNION & WALSH ASSET MANAGEMENT INC | COM | 951 | $441,345 | 3,302 | 0.00 | 0.00 | -1,618 | -32.89 | 03-31-2024 |
ONE WEALTH ADVISORS LLC | COM | 952 | $441,212 | 3,301 | 0.00 | 0.00 | 690 | 26.43 | 03-31-2024 |
US CAPITAL WEALTH ADVISORS LLC | COM | 953 | $418,515 | 3,295 | 0.00 | 0.00 | -2,700 | -45.04 | 12-31-2023 |
PEAPACK GLADSTONE FINANCIAL CORP | COM | 954 | $416,000 | 3,273 | 0.01 | 0.01 | 317 | 10.72 | 12-31-2023 |