Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCGOWAN GROUP ASSET MANAGEMENT INC | CL B | 2651 | $328,032 | 3,021 | 0.00 | 0.00 | 44 | 1.48 | 12-31-2023 |
WEALTH ADVISORS OF IOWA LLC | CL B | 2652 | $327,664 | 3,018 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EMPIRICAL ASSET MANAGEMENT LLC | CL B | 2653 | $327,034 | 3,012 | 0.00 | 3,012 | +Inf | 12-31-2023 | |
PARADIGM FINANCIAL ADVISORS LLC | COM | 2654 | $437,000 | 3,011 | 0.10 | 0.09 | 295 | 10.86 | 09-30-2021 |