Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRYPHON FINANCIAL PARTNERS LLC | COM | 1901 | $530,786 | 2,125 | 0.00 | 0.00 | 1,142 | 116.17 | 03-31-2024 |
MIDLAND WEALTH ADVISORS LLC | COM | 1902 | $530,448 | 2,124 | 0.00 | 2,124 | +Inf | 03-31-2024 | |
VISE TECHNOLOGIES INC | COM | 1903 | $511,074 | 2,124 | 0.00 | 0.00 | -119 | -5.31 | 09-30-2023 |
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 1904 | $528,700 | 2,117 | 0.00 | 0.00 | -493 | -18.89 | 03-31-2024 |