Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GAMMA INVESTING LLC | REIT | 1351 | $210,233 | 3,886 | 0.00 | 0.00 | 531 | 15.83 | 03-31-2024 |
SANDBOX FINANCIAL PARTNERS LLC | COM | 1352 | $209,739 | 3,877 | 0.00 | 0.00 | 1 | 0.03 | 03-31-2024 |
FLYNN ZITO CAPITAL MANAGEMENT LLC | COM | 1353 | $209,632 | 3,875 | 0.00 | 0.00 | 90 | 2.38 | 03-31-2024 |
CATALYST WEALTH MANAGEMENT LLC | COM | 1354 | $245,048 | 3,870 | 0.00 | 0.00 | -682 | -14.98 | 03-31-2023 |