Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOESTEN HIRSCHMANN & CRABTREE INC | COM | 1051 | $2,595 | 29 | 0.00 | 29 | +Inf | 03-31-2024 | |
FORTITUDE FAMILY OFFICE LLC | Stock | 1052 | $2,126 | 26 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 1053 | $1,788 | 22 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
DINUZZO PRIVATE WEALTH INC | COM | 1054 | $1,969 | 22 | 0.00 | 22 | +Inf | 03-31-2024 |