Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARUS WEALTH ADVISORS | CL A | 1451 | $588,499 | 3,606 | 0.00 | 0.00 | 700 | 24.09 | 03-31-2024 |
ATOMI FINANCIAL GROUP INC | CL A | 1452 | $606,267 | 3,583 | 0.00 | 0.00 | 181 | 5.32 | 03-31-2024 |
AMERICANA PARTNERS LLC | CL A | 1453 | $603,951 | 3,569 | 0.00 | 0.00 | 528 | 17.36 | 03-31-2024 |
DIAMANT ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |