Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALERA INVESTMENT ADVISORS LLC | Stock | 2951 | $221,604 | 2,358 | 0.00 | 0.00 | 139 | 6.26 | 03-31-2024 |
WEALTH ALLIANCE ADVISORY GROUP LLC | CL B | 2952 | $220,947 | 2,351 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CEETO CAPITAL GROUP LLC | CL B | 2953 | $222,000 | 2,348 | 0.09 | 2,348 | +Inf | 03-31-2024 | |
BALDWIN BROTHERS LLC/MA | CL B | 2954 | $220,477 | 2,346 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |