Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COORDINATED FINANCIAL SERVICES INC/CO | COM | 2401 | $239,700 | 2,363 | 0.00 | 2,363 | +Inf | 03-31-2024 | |
CIC WEALTH LLC | COM | 2402 | $239,655 | 2,363 | 0.00 | 0.00 | -828 | -25.95 | 03-31-2024 |
FI3 FINANCIAL ADVISORS LLC | COM | 2403 | $223,174 | 2,346 | 0.00 | 0.00 | 200 | 9.32 | 03-31-2024 |
SHULMAN DEMEO ASSET MANAGEMENT LLC | COM | 2404 | $220,015 | 2,345 | 0.00 | 0.00 | 66 | 2.90 | 12-31-2023 |