Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASPIRE PRIVATE CAPITAL LLC | COM | 1651 | $4,161 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 1652 | $5,036 | 11 | 0.00 | 11 | +Inf | 12-31-2023 | |
JONES FINANCIAL COMPANIES LLLP | COM | 1653 | $5,036 | 11 | 0.00 | 11 | +Inf | 12-31-2023 | |
FORTITUDE FAMILY OFFICE LLC | Stock | 1654 | $3,467 | 10 | 0.00 | 0.00 | -18 | -64.29 | 03-31-2024 |