Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANDBOX FINANCIAL PARTNERS LLC | CAP STK CL C | 2851 | $1,982,992 | 10,811 | 0.00 | 0.00 | 972 | 9.88 | 06-30-2024 |
TREVIAN WEALTH MANAGEMENT LLC | CAP STK CL C | 2852 | $1,977,000 | 10,779 | 9.85 | 1.12 | 1 | 0.01 | 06-30-2024 |
AVENIR CORP | CAP STK CL C | 2853 | $1,975,510 | 10,770 | 0.00 | 0.00 | 470 | 4.56 | 06-30-2024 |
SUCCESSFUL PORTFOLIOS LLC | CAP STK CL C | 2854 | $1,974,959 | 10,767 | 0.00 | 0.00 | -544 | -4.81 | 06-30-2024 |