Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADDISON ADVISORS LLC | CL A | 2151 | $7,640 | 99 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEGACY BRIDGE LLC | CL A | 2152 | $7,563 | 98 | 0.00 | 98 | +Inf | 03-31-2024 | |
CARSONALLARIA WEALTH MANAGEMENT LTD | CL A | 2153 | $7,331 | 95 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 90 | +Inf | 03-31-2024 |