Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGISTER FINANCIAL ADVISORS LLC | CL B NEW | 3351 | $1,389,819 | 3,305 | 0.00 | 0.00 | -222 | -6.29 | 03-31-2024 |
LAKERIDGE WEALTH MANAGEMENT LLC | CL B NEW | 3352 | $1,384,062 | 3,291 | 0.00 | 0.00 | -174 | -5.02 | 03-31-2024 |
BLUE CHIP PARTNERS LLC | CL B NEW | 3353 | $1,382,250 | 3,287 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL MARKET STRATEGIES LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 146 | 4.65 | 03-31-2024 |