Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENDURANCE WEALTH MANAGEMENT INC | Stock | 1101 | $176,000 | 891 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2023 |
SARGENT BICKHAM LAGUDIS LLC | CL A COM | 1102 | $143,466 | 889 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2022 |
CREEKMUR ASSET MANAGEMENT LLC | CL A COM | 1103 | $170,380 | 885 | 0.00 | 885 | +Inf | 12-31-2023 | |
STATE OF WYOMING | CL A COM | 1104 | $174,200 | 881 | 0.00 | 0.05 | 224 | 34.09 | 06-30-2023 |