Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPAL WEALTH ADVISORS LLC | CL B NEW | 4251 | $618,585 | 1,471 | 0.00 | 0.00 | -55 | -3.60 | 03-31-2024 |
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | CL B NEW | 4252 | $618,585 | 1,471 | 0.00 | 0.00 | 24 | 1.66 | 03-31-2024 |
INTEGRITY WEALTH SOLUTIONS LLC | CL B NEW | 4253 | $618,024 | 1,470 | 0.00 | 0.00 | 172 | 13.25 | 03-31-2024 |
RANCH CAPITAL ADVISORS INC | CL B NEW | 4254 | $617,624 | 1,469 | 0.00 | 0.00 | 64 | 4.56 | 03-31-2024 |