Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREEKMUR ASSET MANAGEMENT LLC | COM | 4001 | $53,757 | 912 | 0.00 | 912 | +Inf | 12-31-2023 | |
FORTITUDE FAMILY OFFICE LLC | Stock | 4002 | $55,429 | 906 | 0.00 | 0.00 | 7 | 0.78 | 03-31-2024 |
ALPHAMARK ADVISORS LLC | COM | 4003 | $55,000 | 905 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
DYNAMIC WEALTH STRATEGIES LLC | COM | 4004 | $54,000 | 881 | 0.05 | 881 | +Inf | 03-31-2024 |