Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILICON VALLEY CAPITAL PARTNERS | Stock | 3651 | $4,223 | 20 | 0.00 | 20 | +Inf | 06-30-2023 | |
CLEAR INVESTMENT RESEARCH LLC | COM | Liquidated | $0 | 0 | 0.00 | 19 | +Inf | 03-31-2024 | |
ANFIELD CAPITAL MANAGEMENT LLC | COM | 3653 | $3,088 | 16 | 0.00 | 16 | +Inf | 03-31-2024 | |
DECISIONPOINT FINANCIAL LLC | COM | 3654 | $2,509 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |