Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GEOWEALTH MANAGEMENT LLC | COM | 1451 | $451,000 | 5,282 | 0.04 | 0.12 | -10,837 | -67.23 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 1452 | $622,147 | 5,277 | 0.00 | 0.00 | 602 | 12.88 | 03-31-2024 |
RONIT CAPITAL LLP | COM | 1453 | $264,000 | 5,270 | 0.36 | 0.43 | -250 | -4.53 | 09-30-2022 |
REDHAWK WEALTH ADVISORS INC | COM | 1454 | $445,987 | 5,226 | 0.00 | 0.00 | 95 | 1.85 | 12-31-2023 |