Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARK EDGE ADVISORS LLC | CL A | 2301 | $526,640 | 12,010 | 0.00 | 12,010 | +Inf | 12-31-2023 | |
ACCORDANT ADVISORY GROUP INC | CL A | 2302 | $519,636 | 11,987 | 0.00 | 11,987 | +Inf | 03-31-2024 | |
WOODWARD DIVERSIFIED CAPITAL LLC | CL A | 2303 | $519,517 | 11,984 | 0.00 | 0.00 | 727 | 6.46 | 03-31-2024 |
AVANTAX PLANNING PARTNERS INC | CL A | 2304 | $525,319 | 11,980 | 0.00 | 0.00 | -448 | -3.60 | 12-31-2023 |