Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BSW WEALTH PARTNERS | COM | 2101 | $677,701 | 11,263 | 0.00 | 0.00 | 8,226 | 270.86 | 03-31-2024 |
PSI ADVISORS LLC | Common Stock | 2102 | $675,724 | 11,230 | 0.00 | 0.00 | 7,172 | 176.74 | 03-31-2024 |
CATALYST WEALTH MANAGEMENT LLC | COM | 2103 | $1,651,378 | 11,200 | 0.00 | 0.00 | 419 | 3.89 | 03-31-2023 |
LEIBMAN FINANCIAL SERVICES INC | COM | 2104 | $672,804 | 11,182 | 0.00 | 11,182 | +Inf | 03-31-2024 |