Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL & TAX ARCHITECTS LLC | COM | 2651 | $672,369 | 1,127 | 0.00 | 0.00 | -266 | -19.10 | 12-31-2023 |
PARAGON PRIVATE WEALTH MANAGEMENT LLC | COM | 2652 | $567,675 | 1,125 | 0.00 | 0.00 | 341 | 43.49 | 03-31-2024 |
EVANSON ASSET MANAGEMENT LLC | COM | 2653 | $567,541 | 1,125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHSTAR GROUP INC | COM | 2654 | $670,578 | 1,124 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |