Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONUMENT CAPITAL MANAGEMENT | CL A | 5051 | $249,188 | 704 | 0.00 | 704 | +Inf | 12-31-2023 | |
PEAK FINANCIAL MANAGEMENT INC | CL A | 5052 | $248,834 | 703 | 0.00 | 0.00 | -152 | -17.78 | 12-31-2023 |
SHUFRO ROSE & CO LLC | CL A | 5053 | $341,363 | 703 | 0.00 | 0.00 | -188 | -21.10 | 03-31-2024 |
SPARTAN PLANNING & WEALTH MANAGEMENT | CL A | 5054 | $210,747 | 702 | 0.00 | 702 | +Inf | 09-30-2023 |