Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHCOLLAB LLC | CL A | 301 | $55,900 | 729 | 0.00 | 0.00 | 84 | 13.02 | 03-31-2024 |
BESSEMER GROUP INC | SC | 302 | $62,000 | 700 | 0.00 | 0.00 | -500 | -41.67 | 03-31-2023 |
SEMMAX FINANCIAL ADVISORS INC | CL A | 303 | $40,563 | 550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIGNATUREFD LLC | CL A | 304 | $38,263 | 499 | 0.00 | 0.00 | -41 | -7.59 | 03-31-2024 |