Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YD MORE INVESTMENTS LTD | COM | 1251 | $305,325 | 4,116 | 0.00 | 0.00 | -1,747 | -29.80 | 03-31-2024 |
CFO4LIFE GROUP LLC | COM | 1252 | $302,654 | 4,080 | 0.00 | 0.00 | 271 | 7.11 | 03-31-2024 |
MATHER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,068 | +Inf | 12-31-2023 | |
BARTLETT & CO LLC | COM | 1254 | $247,000 | 4,062 | 0.00 | 0.01 | -3,794 | -48.29 | 12-31-2023 |