Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYPRESS CAPITAL GROUP | COM | 551 | $1,005,679 | 9,581 | 0.00 | 9,581 | +Inf | 03-31-2024 | |
PITCAIRN CO | COM | 552 | $995,745 | 9,486 | 0.00 | 9,486 | +Inf | 03-31-2024 | |
TRUE WEALTH DESIGN LLC | COM | 553 | $994,906 | 9,478 | 0.00 | 0.00 | 9,473 | 189460.00 | 03-31-2024 |
ALPHA PARADIGM PARTNERS LLC | COM | 554 | $568,000 | 9,452 | 0.00 | 0.00 | 9,330 | 7647.54 | 12-31-2022 |