Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESCENT CAPITAL CONSULTING LLC | Common Stock | 1551 | $1,134,000 | 46,071 | 0.19 | 0.33 | -21,129 | -31.44 | 12-31-2021 |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | 1552 | $810,559 | 46,054 | 0.00 | 0.00 | -16,054 | -25.85 | 03-31-2024 |
BENEDETTI & GUCER INC | COM | 1553 | $772,717 | 46,050 | 0.00 | 46,050 | +Inf | 12-31-2023 | |
RVW WEALTH LLC | COM | 1554 | $770,336 | 45,908 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |