Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BURR FINANCIAL SERVICES LLC | COM | 3501 | $7,239,871 | 17,687 | 0.01 | 17,687 | +Inf | 03-31-2024 | |
CASTELLAN GROUP | COM | 3502 | $7,431,598 | 17,664 | 0.00 | 0.00 | 1,455 | 8.98 | 03-31-2024 |
TRANSAMERICA FINANCIAL ADVISORS INC | COM | 3503 | $7,431,000 | 17,661 | 0.76 | 0.44 | 9,281 | 110.75 | 03-31-2024 |
RANCH CAPITAL ADVISORS INC | COM | 3504 | $7,425,763 | 17,650 | 0.00 | 0.00 | -23 | -0.13 | 03-31-2024 |