Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LM KOHN & COMPANY | Common Stock | 3851 | $1,051,818 | 2,166 | 0.00 | 2,166 | +Inf | 03-31-2024 | |
INTERCHANGE CAPITAL PARTNERS LLC | CL A | 3852 | $1,065,732 | 2,166 | 0.00 | 0.00 | -138 | -5.99 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | CL A | 3853 | $1,049,895 | 2,162 | 0.00 | 2,162 | +Inf | 03-31-2024 | |
NEWPORT WEALTH STRATEGIES INC | CL A | 3854 | $734,000 | 2,162 | 0.44 | 0.39 | 212 | 10.87 | 09-30-2021 |