Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNIQUE WEALTH STRATEGIES LLC | COM | 1051 | $514,556 | 6,670 | 0.00 | 6,670 | +Inf | 03-31-2024 | |
MIRABELLA FINANCIAL SERVICES LLP | COM | 1052 | $513,212 | 6,653 | 0.00 | 0.00 | -4,784 | -41.83 | 03-31-2024 |
CATALYST FINANCIAL PARTNERS LLC | COM | 1053 | $429,425 | 6,630 | 0.00 | 0.00 | -1,669 | -20.11 | 12-31-2023 |
FOCUS FINANCIAL NETWORK INC | COM | 1054 | $442,833 | 6,560 | 0.00 | 6,560 | +Inf | 03-31-2024 |