Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFG INVESTMENTS LLC | COM | 101 | $399,474 | 33,069 | 0.00 | 33,069 | +Inf | 03-31-2024 | |
JOSH ARNOLD INVESTMENT CONSULTANT LLC | COM | 102 | $395,352 | 32,300 | 0.00 | 0.00 | -3,000 | -8.50 | 12-31-2023 |
STRATEGIC ADVISORS LLC | COM | 103 | $392,784 | 32,090 | 0.00 | 0.00 | -423 | -1.30 | 12-31-2023 |
FIRST REPUBLIC INVESTMENT MANAGEMENT INC | COM | 104 | $369,858 | 31,884 | 0.00 | 0.00 | 8,703 | 37.54 | 06-30-2023 |