Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STILLWATER CAPITAL ADVISORS LLC | CL A | 5001 | $358,844 | 739 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GRAY WEALTH MANAGEMENT INC | CL A | 5002 | $357,875 | 737 | 0.00 | 0.00 | 30 | 4.24 | 03-31-2024 |
INSIGHT WEALTH PARTNERS LLC | CL A | 5003 | $357,872 | 737 | 0.00 | 737 | +Inf | 03-31-2024 | |
IMPACTFOLIO LLC | CL A | 5004 | $220,654 | 735 | 0.00 | 0.00 | -54 | -6.84 | 09-30-2023 |