Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISOR OS LLC | CAP STK CL A | 2851 | $1,848,780 | 17,823 | 0.00 | 0.79 | 16,483 | 1230.07 | 03-31-2023 |
REDWOOD WEALTH MANAGEMENT GROUP LLC | CAP STK CL A | 2852 | $2,489,276 | 17,820 | 0.00 | 0.00 | -230 | -1.27 | 12-31-2023 |
CASCADE INVESTMENT ADVISORS INC | CAP STK CL A | 2853 | $2,480,894 | 17,760 | 0.00 | 0.00 | 20 | 0.11 | 12-31-2023 |
SANDBOX FINANCIAL PARTNERS LLC | CAP STK CL A | 2854 | $2,669,913 | 17,690 | 0.00 | 0.00 | 258 | 1.48 | 03-31-2024 |