Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERIDIAN WEALTH ADVISORS LLC | COM | 1901 | $547,364 | 5,397 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SYNTAX ADVISORS LLC | COM | 1902 | $479,063 | 5,390 | 0.00 | 0.00 | -776 | -12.59 | 09-30-2023 |
BELPOINTE ASSET MANAGEMENT LLC | COM | 1903 | $545,622 | 5,379 | 0.00 | 0.00 | 2,226 | 70.60 | 03-31-2024 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC | COM NEW | 1904 | $504,097 | 5,374 | 0.00 | 0.00 | -393 | -6.81 | 12-31-2023 |