Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRINITYPOINT WEALTH LLC | CL B NEW | 2451 | $3,295,195 | 7,836 | 0.00 | 0.00 | 209 | 2.74 | 03-31-2024 |
VERUS CAPITAL PARTNERS LLC | CL B NEW | 2452 | $3,288,325 | 7,820 | 0.00 | 0.00 | 134 | 1.74 | 03-31-2024 |
SEMMAX FINANCIAL ADVISORS INC | CL B NEW | 2453 | $2,732,296 | 7,806 | 0.00 | 0.85 | 1,011 | 14.88 | 09-30-2023 |
KARN COUZENS & ASSOCIATES INC | CL B NEW | 2454 | $2,752,000 | 7,797 | 1.75 | 1.63 | -133 | -1.68 | 03-31-2022 |