Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CFO4LIFE GROUP LLC | COM | 3051 | $344,666 | 9,142 | 0.00 | 0.00 | 2,130 | 30.38 | 12-31-2023 |
COASTLINE TRUST CO | COMMON STOCK | 3052 | $381,710 | 9,097 | 0.00 | 0.00 | -248 | -2.65 | 03-31-2024 |
SACHETTA LLC | COM | 3053 | $342,806 | 9,093 | 0.00 | 9,093 | +Inf | 12-31-2023 | |
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC | COM | 3054 | $357,583 | 9,076 | 0.00 | 0.11 | -520 | -5.42 | 12-31-2022 |