Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELL DONE LLC | CAP STK CL C | 4051 | $619,776 | 3,379 | 0.00 | 0.00 | -831 | -19.74 | 06-30-2024 |
FIRETHORN WEALTH PARTNERS LLC | CAP STK CL C | 4052 | $619,532 | 3,378 | 0.00 | 0.00 | 7 | 0.21 | 06-30-2024 |
INSTRUMENTAL WEALTH LLC | CAP STK CL C | 4053 | $568,986 | 3,364 | 0.00 | 0.00 | 270 | 8.73 | 06-30-2024 |
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC | CAP STK CL C | 4054 | $323,000 | 3,363 | 0.49 | 0.53 | 3,192 | 1866.67 | 09-30-2022 |