Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | COM | 4351 | $685,000 | 1,410 | 0.73 | 0.69 | 0 | 0.00 | 03-31-2024 |
WHITE KNIGHT STRATEGIC WEALTH ADVISORS LLC | CL A | 4352 | $404,642 | 1,410 | 0.00 | 0.48 | -400 | -22.10 | 06-30-2023 |
ROUND ROCK ADVISORS LLC | CL A | 4353 | $684,182 | 1,409 | 0.00 | 0.00 | 329 | 30.46 | 03-31-2024 |
JOURNEY ADVISORY GROUP LLC | CL A | 4354 | $682,726 | 1,406 | 0.00 | 1,406 | +Inf | 03-31-2024 |