Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREYSTONE FINANCIAL GROUP LLC | COM | 2351 | $470,898 | 2,609 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHEAST FINANCIAL CONSULTANTS INC | COM | 2352 | $383,266 | 2,600 | 0.00 | 2,600 | +Inf | 12-31-2023 | |
SEVEN MILE ADVISORY | Stock | 2353 | $382,087 | 2,592 | 0.00 | 0.00 | 120 | 4.85 | 12-31-2023 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | COM | 2354 | $464,762 | 2,575 | 0.00 | 0.00 | 29 | 1.14 | 03-31-2024 |