Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOESTEN HIRSCHMANN & CRABTREE INC | CL A | 2701 | $55,120 | 761 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
INTELLIGENT FINANCIAL STRATEGIES | COM | 2702 | $52,369 | 750 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PACIFIC CENTER FOR FINANCIAL SERVICES | CL A | 2703 | $53,919 | 744 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | CL A | 2704 | $51,800 | 740 | 0.00 | 740 | +Inf | 03-31-2024 |