Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIGGS ASSET MANAGMENT CO INC | COM | 3101 | $203,746 | 3,188 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTH DIMENSIONS GROUP LTD | COM | 3102 | $202,791 | 3,173 | 0.00 | 3,173 | +Inf | 03-31-2024 | |
INVENIO WEALTH PARTNERS LLC | Stock | 3103 | $202,467 | 3,168 | 0.00 | 0.00 | -881 | -21.76 | 03-31-2024 |
GFG CAPITAL LLC | COM | 3104 | $202,362 | 3,166 | 0.00 | 0.00 | -16,754 | -84.11 | 03-31-2024 |