Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AJ ADVISORS LLC | CL B NEW | 4401 | $392,447 | 1,271 | 0.00 | 1,271 | +Inf | 03-31-2023 | |
SENECA HOUSE ADVISORS | CL B NEW | 4402 | $438,722 | 1,270 | 0.00 | 0.00 | -30 | -2.31 | 09-30-2023 |
HARVEST INVESTMENT SERVICES LLC | CL B NEW | 4403 | $533,219 | 1,268 | 0.00 | 1,268 | +Inf | 03-31-2024 | |
BT WEALTH MANAGEMENT LLC | CL B NEW | 4404 | $447,000 | 1,267 | 0.12 | 0.10 | -27 | -2.09 | 03-31-2022 |