Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PLANNING SERVICES INC | CL B NEW | 3301 | $1,236,184 | 3,466 | 0.00 | 0.00 | 185 | 5.64 | 12-31-2023 |
ETHOS FINANCIAL GROUP LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 3,460 | +Inf | 12-31-2023 | |
NORTHWEST CAPITAL MANAGEMENT INC | CL B NEW | 3303 | $1,453,317 | 3,456 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PLATTE RIVER WEALTH ADVISORS LLC | CL B NEW | 3304 | $1,452,056 | 3,453 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |