Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AUTUMN GLORY PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GRADIENT INVESTMENTS LLC | COM | 1252 | $300,104 | 5,253 | 0.00 | 0.00 | -11,159 | -67.99 | 03-31-2024 |
STATE OF WYOMING | COM | 1253 | $245,481 | 5,223 | 0.00 | 0.14 | -1,156 | -18.12 | 06-30-2023 |
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 1254 | $297,019 | 5,199 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |