Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SNS FINANCIAL GROUP LLC | COM | 3301 | $285,738 | 7,535 | 0.00 | 0.00 | 947 | 14.37 | 03-31-2024 |
TRAVEKA WEALTH LLC | COM | 3302 | $285,272 | 7,523 | 0.00 | 0.00 | 317 | 4.40 | 03-31-2024 |
AJOVISTA LLC | SHS | 3303 | $253,266 | 7,522 | 0.00 | 7,522 | +Inf | 12-31-2023 | |
GUERRA PAN ADVISORS LLC | COM | 3304 | $253,165 | 7,519 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |