Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGE MOUNTAIN ADVISORS LLC | COM | 1651 | $251,848 | 1,543 | 0.00 | 0.00 | -153 | -9.02 | 03-31-2024 |
EDGE CAPITAL GROUP LLC | Stock | 1652 | $251,032 | 1,538 | 0.00 | 0.00 | -39 | -2.47 | 03-31-2024 |
VIGILARE WEALTH MANAGEMENT | Stock | 1653 | $251,032 | 1,538 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LASALLE ST INVESTMENT ADVISORS LLC | COM | 1654 | $244,000 | 1,521 | 0.14 | 0.16 | 0 | 0.00 | 03-31-2024 |