Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWNSEND & ASSOCIATES INC | CL A | 2451 | $203,053 | 2,870 | 0.00 | 2,870 | +Inf | 03-31-2024 | |
AFT FORSYTH & COMPANY INC | COM | 2452 | $200,690 | 2,867 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MAIA WEALTH LLC | CL A | 2453 | $207,584 | 2,866 | 0.00 | 2,866 | +Inf | 12-31-2023 | |
RESOLUTE ADVISORS LLC | COM | 2454 | $201,720 | 2,864 | 0.00 | 2,864 | +Inf | 03-31-2024 |