Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUSTOM INDEX SYSTEMS LLC | SHS CLASS A | 2301 | $539,325 | 1,556 | 0.00 | 0.00 | 70 | 4.71 | 03-31-2024 |
OXFORD FINANCIAL GROUP LTD LLC | SHS CLASS A | 2302 | $538,979 | 1,555 | 0.00 | 0.00 | -42 | -2.63 | 03-31-2024 |
HAMILTON CAPITAL LLC | SHS CLASS A | 2303 | $535,512 | 1,545 | 0.00 | 0.00 | -82 | -5.04 | 03-31-2024 |
BLUE BARN WEALTH LLC | SHS CLASS A | 2304 | $534,819 | 1,543 | 0.00 | 0.00 | -141 | -8.37 | 03-31-2024 |