Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ELEY FINANCIAL MANAGEMENT INC | CLA | 3301 | $1,233,905 | 3,486 | 0.00 | 0.00 | -24 | -0.68 | 12-31-2023 |
POINTE CAPITAL MANAGEMENT LLC | Stock | 3302 | $1,233,551 | 3,485 | 0.00 | 0.00 | -454 | -11.53 | 12-31-2023 |
BEIRNE WEALTH CONSULTING SERVICES LLC | CL A | 3303 | $1,231,425 | 3,479 | 0.00 | 3,479 | +Inf | 12-31-2023 | |
BEVERLY HILLS PRIVATE WEALTH LLC | CL A | 3304 | $1,044,131 | 3,478 | 0.00 | 3,478 | +Inf | 09-30-2023 |