Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAINEY & RANDALL INVESTMENT MANAGEMENT INC | CL A | 3551 | $1,402,278 | 2,888 | 0.00 | 0.00 | 1 | 0.03 | 03-31-2024 |
FORTE CAPITAL LLC /ADV | CL A | 3552 | $866,406 | 2,886 | 0.00 | 0.00 | 492 | 20.55 | 09-30-2023 |
KATHMERE CAPITAL MANAGEMENT LLC | CL A | 3553 | $1,400,774 | 2,885 | 0.00 | 0.00 | 920 | 46.82 | 03-31-2024 |
PRIVATE PORTFOLIO PARTNERS LLC | CL A | 3554 | $1,397,679 | 2,878 | 0.00 | 0.00 | 417 | 16.94 | 03-31-2024 |