Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RUNNING POINT CAPITAL ADVISORS LLC | CL A | 3851 | $258,122 | 536 | 0.00 | 0.00 | -259 | -32.58 | 03-31-2024 |
ALTA WEALTH ADVISORS LLC | CL A | 3852 | $256,199 | 532 | 0.00 | 0.00 | 61 | 12.95 | 03-31-2024 |
LPWM LLC | CL A | 3853 | $249,598 | 532 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ACORN CREEK CAPITAL LLC | CL A | 3854 | $255,232 | 530 | 0.00 | 0.00 | 32 | 6.43 | 03-31-2024 |