Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ABICH FINANCIAL WEALTH MANAGEMENT LLC | CL A | 4451 | $14,117 | 32 | 0.00 | 0.00 | 11 | 52.38 | 06-30-2024 |
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 4452 | $13,634 | 31 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
SPIRE WEALTH MANAGEMENT | COM | 4453 | $14 | 31 | 0.00 | 31 | +Inf | 06-30-2024 | |
TRUVESTMENTS CAPITAL LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |