Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WPWEALTH LLP | COM | 2451 | $403,901 | 1,926 | 0.00 | 0.00 | -3 | -0.16 | 12-31-2023 |
BLACK DIAMOND FINANCIAL LLC | COM | 2452 | $403,192 | 1,923 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MERLIN CAPITAL INC | COM | 2453 | $402,433 | 1,919 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLARITY CAPITAL PARTNERS LLC | COM | 2454 | $393,670 | 1,918 | 0.00 | 1,918 | +Inf | 03-31-2024 |