Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASPIRE WEALTH MANAGEMENT CORP | COM | 4551 | $851,168 | 5,602 | 0.00 | 0.00 | 15 | 0.27 | 12-31-2023 |
LIBRA WEALTH LLC | COM | 4552 | $1,005,258 | 5,573 | 0.00 | 0.00 | 993 | 21.68 | 03-31-2024 |
TRUEHAND INC | CONSUMER SERVICES | 4553 | $18,549,000 | 5,563 | 10.86 | 11.68 | -450 | -7.48 | 12-31-2021 |
ESCHLER ASSET MANAGEMENT LLP | COM | 4554 | $704,245 | 5,540 | 0.00 | 0.00 | -7,376 | -57.11 | 09-30-2023 |