Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WUNDERLICH CAPITAL MANAGEMNT | COM | 5451 | $25,679 | 140 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
THOMAS J HERZFELD ADVISORS INC | CL C | 5452 | $12,067 | 136 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
LEGACY WEALTH PARTNERS INC | CAP STK CL C | 5453 | $338,000 | 135 | 0.19 | 0.16 | 0 | 0.00 | 06-30-2021 |
SANCTUARY WEALTH MANAGEMENT LLC | CAP STK CL C | 5454 | $24,578 | 134 | 0.00 | 0.00 | 34 | 34.00 | 06-30-2024 |