Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JACKSON HOLE CAPITAL PARTNERS LLC | COM | 2251 | $132,986 | 10,014 | 0.00 | 10,014 | +Inf | 03-31-2024 | |
NARUS FINANCIAL PARTNERS LLC | COM | 2252 | $93,037 | 10,004 | 0.00 | 10,004 | +Inf | 12-31-2019 | |
PARAGON ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.02 | 10,000 | +Inf | 12-31-2023 | |
TOWERPOINT WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |