Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAHILL WEALTH MANAGEMENT LLC | CL A | 1951 | $245,424 | 1,450 | 0.00 | 0.00 | 1 | 0.07 | 03-31-2024 |
ANDINA CAPITAL MANAGEMENT LLC | CL A | Liquidated | $0 | 0 | 0.00 | 1,447 | +Inf | 03-31-2024 | |
BEACON BRIDGE WEALTH PARTNERS LLC | CL A | 1953 | $243,832 | 1,441 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | 1954 | $243,373 | 1,440 | 0.00 | 0.00 | 27 | 1.91 | 03-31-2024 |