Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WOODWARD DIVERSIFIED CAPITAL LLC | CL A | 3351 | $413,187 | 858 | 0.00 | 0.00 | 26 | 3.12 | 03-31-2024 |
CRESTMONT PRIVATE WEALTH LLC | CL A | 3352 | $412,714 | 857 | 0.00 | 0.00 | 107 | 14.27 | 03-31-2024 |
ALTUS WEALTH GROUP LLC | CL A | 3353 | $412,740 | 857 | 0.00 | 0.00 | -50 | -5.51 | 03-31-2024 |
ORACLE ALPHA INC | COM | 3354 | $362,107 | 849 | 0.00 | 849 | +Inf | 12-31-2023 |