Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BISON WEALTH LLC | CL A | 1651 | $3,857,509 | 8,010 | 0.00 | 0.00 | -89 | -1.10 | 03-31-2024 |
SMITHFIELD TRUST CO | CL A | 1652 | $3,857,000 | 8,010 | 0.20 | 0.19 | -15 | -0.19 | 03-31-2024 |
TRINITYPOINT WEALTH LLC | CL A | 1653 | $3,854,962 | 8,005 | 0.00 | 0.00 | -44 | -0.55 | 03-31-2024 |
PRIVATE WEALTH PARTNERS LLC | CL A | 1654 | $3,413,360 | 8,003 | 0.00 | 0.00 | 200 | 2.56 | 12-31-2023 |