Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RMR WEALTH BUILDERS | COM | 1601 | $2,030,956 | 53,294 | 0.00 | 0.00 | 15,361 | 40.50 | 03-31-2024 |
ALPHA DNA INVESTMENT MANAGEMENT LLC | COM | 1602 | $1,764,242 | 53,268 | 0.00 | 53,268 | +Inf | 12-31-2022 | |
LINDBROOK CAPITAL LLC | Stock | 1603 | $2,017,154 | 53,195 | 0.00 | 0.00 | -124,577 | -70.08 | 03-31-2024 |
WEDMONT PRIVATE CAPITAL | COM | 1604 | $2,003,157 | 53,092 | 0.00 | 0.00 | 3,527 | 7.12 | 03-31-2024 |