Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE WEALTH GROUP LLC | COM | 3251 | $378,282 | 7,579 | 0.00 | 0.00 | 2,455 | 47.91 | 03-31-2024 |
ALL TERRAIN FINANCIAL ADVISORS LLC | COM | 3252 | $382,740 | 7,576 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WAKEFIELD ASSET MANAGEMENT LLLP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 332 | 4.59 | 12-31-2023 |
CYPRESS ASSET MANAGEMENT INC/TX | COM | 3254 | $381,426 | 7,550 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |