Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PREMIER PATH WEALTH PARTNERS LLC | COM | 1001 | $222,258 | 814 | 0.00 | 814 | +Inf | 03-31-2024 | |
OPTIMUM INVESTMENT ADVISORS | COM | 1002 | $218,647 | 801 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 1003 | $218,336 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HARVEST FUND MANAGEMENT CO LTD | COM | 1004 | $218,000 | 800 | 0.02 | 0.01 | 594 | 288.35 | 03-31-2024 |