Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECOND LINE CAPITAL LLC | COM | 2651 | $247,501 | 1,679 | 0.00 | 1,679 | +Inf | 12-31-2023 | |
SITTNER & NELSON LLC | COM | 2652 | $172,429 | 1,677 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CONSILIO WEALTH ADVISORS LLC | COM | 2653 | $302,571 | 1,676 | 0.00 | 1,676 | +Inf | 03-31-2024 | |
OUTLOOK WEALTH ADVISORS LLC | COM | 2654 | $302,321 | 1,675 | 0.00 | 0.00 | 35 | 2.13 | 03-31-2024 |