Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STOKES FAMILY OFFICE LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -0.61 | 12-31-2023 |
BKA WEALTH CONSULTING INC | COM | 2352 | $208,277 | 646 | 0.00 | 646 | +Inf | 03-31-2023 | |
HAZLETT BURT & WATSON INC | COM | 2353 | $270,000 | 646 | 0.16 | 0.17 | 1 | 0.16 | 03-31-2024 |
THREE BRIDGE WEALTH ADVISORS LLC | COM | 2354 | $248,436 | 644 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |