Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WULFF HANSEN & CO | CL A | 5301 | $239,391 | 493 | 0.00 | 0.00 | -1,457 | -74.72 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 490 | +Inf | 12-31-2023 | |
PRIEBE WEALTH HOLDINGS LLC | CL A | 5303 | $237,934 | 490 | 0.00 | 490 | +Inf | 03-31-2024 | |
AHL INVESTMENT MANAGEMENT INC | CL A | 5304 | $237,934 | 490 | 0.00 | 490 | +Inf | 03-31-2024 |