Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTITUDE ADVISORY GROUP LLC | COM | 3001 | $992,149 | 2,586 | 0.00 | 0.00 | -159 | -5.79 | 03-31-2024 |
ROUND TABLE SERVICES LLC | COM | 3002 | $712,000 | 2,581 | 0.14 | 0.13 | -124 | -4.58 | 09-30-2022 |
LANSING STREET ADVISORS | Stock | 3003 | $800,540 | 2,577 | 0.00 | 0.00 | 15 | 0.59 | 06-30-2023 |
REVOLVE WEALTH PARTNERS LLC | COM | 3004 | $988,536 | 2,577 | 0.00 | 0.00 | 213 | 9.01 | 03-31-2024 |