Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTITUDE FAMILY OFFICE LLC | Stock | 1951 | $55,124 | 228 | 0.00 | 0.00 | 191 | 516.22 | 06-30-2024 |
FIRST CAPITAL ADVISORS GROUP LLC | CL A | 1952 | $41,147 | 224 | 0.00 | 224 | +Inf | 06-30-2023 | |
HAZLETT BURT & WATSON INC | CL A | 1953 | $54,000 | 222 | 0.03 | 0.03 | 0 | 0.00 | 06-30-2024 |
TLW WEALTH MANAGEMENT LLC | CL A | 1954 | $52,706 | 218 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |