Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SINGLE POINT PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.30 | 1,944 | +Inf | 12-31-2023 | |
DELAP WEALTH ADVISORY LLC | COM | 1652 | $266,752 | 1,941 | 0.00 | 1,941 | +Inf | 03-31-2024 | |
ONE PLUS ONE WEALTH MANAGEMENT LLC | COM | 1653 | $264,965 | 1,928 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MITCHELL SINKLER & STARR/PA | COM | 1654 | $247,228 | 1,925 | 0.00 | 1,925 | +Inf | 12-31-2023 |