Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEVERLY HILLS PRIVATE WEALTH LLC | CAP STK CL A | 3451 | $1,265,940 | 9,674 | 0.00 | 9,674 | +Inf | 09-30-2023 | |
CHANNEL WEALTH LLC | CAP STK CL A | 3452 | $1,459,946 | 9,673 | 0.00 | 0.00 | -1 | -0.01 | 03-31-2024 |
LIFEPLAN FINANCIAL LLC | CAP STK CL A | 3453 | $1,350,244 | 9,666 | 0.00 | 9,666 | +Inf | 12-31-2023 | |
CENTURION WEALTH MANAGEMENT LLC | CAP STK CL A | 3454 | $1,155,823 | 9,656 | 0.00 | 9,656 | +Inf | 06-30-2023 |