Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STABLEFORD CAPITAL II LLC | COM | 2201 | $2,024,879 | 3,752 | 0.00 | 0.00 | -36 | -0.95 | 12-31-2023 |
RETIREMENT GUYS FORMULA LLC | COM | 2202 | $1,855,284 | 3,750 | 0.00 | 0.00 | 1,767 | 89.11 | 03-31-2024 |
GOEPPER BURKHARDT LLC | COM | 2203 | $1,942,289 | 3,748 | 0.00 | 0.00 | 194 | 5.46 | 12-31-2023 |
WILLNER & HELLER LLC | COM | 2204 | $1,971,043 | 3,744 | 0.00 | 2.92 | 164 | 4.58 | 12-31-2023 |