Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUNHILL FINANCIAL LLC | CL A | 1701 | $2,600 | 9 | 0.00 | 0.00 | 1 | 12.50 | 03-31-2024 |
SJS INVESTMENT CONSULTING INC | CL A | 1702 | $2,616 | 9 | 0.00 | 0.00 | -2 | -18.18 | 03-31-2024 |
CARMICHAEL HILL & ASSOCIATES INC | CL A | 1703 | $2,616 | 9 | 0.00 | 0.00 | 3 | 50.00 | 03-31-2024 |
VALLEY NATIONAL ADVISERS INC | CL A | 1704 | $2,000 | 9 | 0.00 | 0.00 | 6 | 200.00 | 03-31-2024 |