Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORTON CAPITAL INC | COM | 3151 | $575,281 | 1,141 | 0.00 | 0.00 | 161 | 16.43 | 09-30-2023 |
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | COM | 3152 | $600,670 | 1,141 | 0.00 | 1,141 | +Inf | 12-31-2023 | |
ROOT FINANCIAL PARTNERS LLC | COM | 3153 | $563,969 | 1,140 | 0.00 | 1,140 | +Inf | 03-31-2024 | |
HEXAGON CAPITAL PARTNERS LLC | Stock | 3154 | $561,531 | 1,135 | 0.00 | 0.00 | -116 | -9.27 | 03-31-2024 |