Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRADLEY MARK J | Common Stock | 1451 | $4,054,530 | 10,309 | 0.00 | 0.00 | -5,505 | -34.81 | 06-30-2023 |
PROCESSUS WEALTH & CAPITAL MANAGEMENT LLC | CL A | 1452 | $4,951,090 | 10,281 | 0.00 | 0.00 | 1,388 | 15.61 | 03-31-2024 |
NORTHEAST FINANCIAL CONSULTANTS INC | CL A | 1453 | $4,377,699 | 10,264 | 0.00 | 0.00 | 1,355 | 15.21 | 12-31-2023 |
WESTERN WEALTH MANAGEMENT LLC | CL A | 1454 | $4,364,386 | 10,233 | 0.00 | 0.00 | 382 | 3.88 | 12-31-2023 |