Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 2601 | $1,805,804 | 11,860 | 0.00 | 0.00 | 650 | 5.80 | 03-31-2024 |
BURFORD BROTHERS INC | CAP STK CL C | 2602 | $1,670,725 | 11,855 | 0.00 | 11,855 | +Inf | 12-31-2023 | |
GOOD LIFE ADVISORS LLC | CAP STK CL C | 2603 | $1,666,356 | 11,824 | 0.00 | 0.00 | -2,585 | -17.94 | 12-31-2023 |
TWIN PEAKS WEALTH ADVISORS LLC | CAP STK CL C | 2604 | $1,663,820 | 11,806 | 0.00 | 11,806 | +Inf | 12-31-2023 |