Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AJ ADVISORS LLC | COM | 5701 | $697,334 | 2,419 | 0.00 | 2,419 | +Inf | 03-31-2023 | |
IMPACT PARTNERSHIP WEALTH LLC | COM | 5702 | $1,016,600 | 2,416 | 0.00 | 0.00 | 147 | 6.48 | 03-31-2024 |
ALAMAR CAPITAL MANAGEMENT LLC | COM | 5703 | $908,513 | 2,416 | 0.00 | 0.00 | 100 | 4.32 | 12-31-2023 |
CGC FINANCIAL SERVICES LLC | COM | 5704 | $908,235 | 2,415 | 0.00 | 2,415 | +Inf | 12-31-2023 |