Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORG PARTNERS LLC | AAPL | 2951 | $2,380,027 | 53,594 | 0.00 | 53,594 | +Inf | 09-30-2023 | |
STRATEGIC FINANCIAL CONCEPTS LLC | COM | 2952 | $9,163,086 | 53,435 | 0.00 | 0.00 | 33,811 | 172.29 | 03-31-2024 |
HOLLOW BROOK WEALTH MANAGEMENT LLC | COM | 2953 | $10,280,717 | 53,398 | 0.00 | 0.00 | 118 | 0.22 | 12-31-2023 |
NKCFO LLC | COM | 2954 | $10,262,000 | 53,300 | 5.56 | 5.06 | 0 | 0.00 | 12-31-2023 |