Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERACITY CAPITAL LLC | CAP STK CL C | 2701 | $1,493,435 | 10,597 | 0.00 | 0.00 | 1,173 | 12.45 | 12-31-2023 |
CLIENT 1ST ADVISORY GROUP LLC | CAP STK CL C | 2702 | $1,101,776 | 10,594 | 0.00 | 0.79 | -2,620 | -19.83 | 03-31-2023 |
BUCKHEAD CAPITAL MANAGEMENT LLC | CAP STK CL C | 2703 | $1,279,500 | 10,577 | 0.00 | 0.00 | -1,810 | -14.61 | 06-30-2023 |
MONTEREY PRIVATE WEALTH INC | CAP STK CL C | 2704 | $1,609,845 | 10,573 | 0.00 | 0.00 | 115 | 1.10 | 03-31-2024 |