Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCDONOUGH CAPITAL MANAGEMENT INC | COM CL A | 1751 | $6,030,353 | 23,167 | 0.01 | 0.01 | 103 | 0.45 | 12-31-2023 |
SYSTM WEALTH SOLUTIONS LLC | COM CL A | 1752 | $6,461,304 | 23,152 | 0.00 | 0.00 | 484 | 2.14 | 03-31-2024 |
SOUND VIEW WEALTH ADVISORS GROUP LLC | COM CL A | 1753 | $6,025,075 | 23,142 | 0.00 | 0.00 | 305 | 1.34 | 12-31-2023 |
GLASSY MOUNTAIN ADVISORS INC | COM CL A | 1754 | $6,447,577 | 23,103 | 0.00 | 0.00 | 3,983 | 20.83 | 03-31-2024 |