Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IMPACT PARTNERSHIP WEALTH LLC | CL A | 4201 | $41,896 | 87 | 0.00 | 0.00 | 4 | 4.82 | 03-31-2024 |
FRANK RIMERMAN ADVISORS LLC | CL A | 4202 | $41,897 | 87 | 0.00 | 87 | +Inf | 03-31-2024 | |
SITTNER & NELSON LLC | CL A | 4203 | $41,897 | 87 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARYLAND CAPITAL ADVISORS INC | CL A | 4204 | $40,934 | 85 | 0.00 | 0.00 | -6 | -6.59 | 03-31-2024 |