Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVST LLC | CL A | 3501 | $333,402 | 724 | 0.00 | 0.00 | -223 | -23.55 | 12-31-2023 |
CREW CAPITAL MANAGEMENT LTD | CL A | 3502 | $348,657 | 724 | 0.00 | 0.00 | 10 | 1.40 | 03-31-2024 |
XCEL WEALTH MANAGEMENT LLC | CL A | 3503 | $348,657 | 724 | 0.00 | 0.00 | 16 | 2.26 | 03-31-2024 |
BLACKDIAMOND WEALTH MANAGEMENT LLC | CL A | 3504 | $330,237 | 723 | 0.00 | 0.00 | 82 | 12.79 | 12-31-2023 |