Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILL CREEK CAPITAL ADVISORS LLC | REIT | 301 | $122,864 | 12,081 | 0.00 | 12,081 | +Inf | 03-31-2023 | |
FINANCIAL ADVISORY GROUP | COM | 302 | $106,282 | 11,641 | 0.00 | 0.00 | -7,149 | -38.05 | 03-31-2024 |
TYCHE WEALTH PARTNERS LLC | COM | 303 | $105,798 | 11,588 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JANUARY CAPITAL ADVISORS LLC | COM | 304 | $133,000 | 11,175 | 0.12 | 0.12 | 0 | 0.00 | 06-30-2022 |