Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRADIENT CAPITAL ADVISORS LLC | Stock | 4001 | $544,939 | 3,579 | 0.00 | 0.24 | 3,374 | 1645.85 | 03-31-2024 |
HARA CAPITAL LLC | CAP STK CL C | 4002 | $654,809 | 3,570 | 0.00 | 0.00 | -50 | -1.38 | 06-30-2024 |
FORTUNE FINANCIAL ADVISORS LLC | CAP STK CL C | 4003 | $654,640 | 3,569 | 0.00 | 0.00 | -400 | -10.08 | 06-30-2024 |
ALLEN CAPITAL GROUP LLC | CAP STK CL C | 4004 | $652,091 | 3,555 | 0.00 | 0.00 | 134 | 3.92 | 06-30-2024 |