Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROSSMORE PRIVATE CAPITAL | CAP STK CL C | 1151 | $10,730,612 | 81,385 | 0.00 | 0.00 | -237 | -0.29 | 09-30-2023 |
YORKBRIDGE WEALTH PARTNERS LLC | Stock | 1152 | $7,216,766 | 81,334 | 0.00 | 2.81 | 77,147 | 1842.54 | 12-31-2022 |
WEDMONT PRIVATE CAPITAL | CAP STK CL C | 1153 | $12,848,861 | 81,250 | 0.00 | 0.00 | 1,096 | 1.37 | 03-31-2024 |
ASIO CAPITAL LLC | CAP STK CL C | 1154 | $12,367,928 | 81,229 | 0.00 | 0.00 | 1,526 | 1.91 | 03-31-2024 |