Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WINDSOR ADVISORY GROUP LLC | CL B NEW | 2551 | $2,539,469 | 7,120 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
SAMALIN INVESTMENT COUNSEL LLC | CL B NEW | 2552 | $2,987,584 | 7,105 | 0.00 | 0.00 | -160 | -2.20 | 03-31-2024 |
CFM WEALTH PARTNERS LLC | CL B NEW | 2553 | $2,987,374 | 7,104 | 0.00 | 0.00 | 614 | 9.46 | 03-31-2024 |
PORTSIDE WEALTH GROUP LLC | CL B NEW | 2554 | $2,985,692 | 7,100 | 0.00 | 0.00 | -466 | -6.16 | 03-31-2024 |