Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLACK DIAMOND FINANCIAL LLC | COM | 4551 | $219,656 | 2,197 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUMMIT WEALTH GROUP LLC | COM | 4552 | $255,000 | 2,195 | 0.17 | 0.17 | 0 | 0.00 | 03-31-2024 |
SCHOOLCRAFT CAPITAL LLC | COM | 4553 | $218,956 | 2,190 | 0.00 | 0.00 | -2,301 | -51.24 | 12-31-2023 |
CLARUS WEALTH ADVISORS | COM | 4554 | $267,060 | 2,185 | 0.00 | 0.00 | 4 | 0.18 | 03-31-2024 |