Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASPIRE PRIVATE CAPITAL LLC | CL A | 2551 | $15,294 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | CL A | 2552 | $14,980 | 90 | 0.00 | 0.00 | 31 | 52.54 | 03-31-2023 |
FAIRMAN GROUP LLC | CL A | 2553 | $17,566 | 89 | 0.00 | 89 | +Inf | 12-31-2023 | |
FIRST PACIFIC FINANCIAL | CL A | 2554 | $14,891 | 88 | 0.00 | 0.00 | 4 | 4.76 | 03-31-2024 |