Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORACLE ALPHA INC | COM | 3601 | $684,640 | 4,368 | 0.00 | 4,368 | +Inf | 12-31-2023 | |
GUERRA PAN ADVISORS LLC | COM | 3602 | $684,170 | 4,365 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KAYDAN WEALTH MANAGEMENT INC | COM | 3603 | $689,429 | 4,358 | 0.00 | 0.00 | 21 | 0.48 | 03-31-2024 |
CALLAN CAPITAL LLC | COM | 3604 | $683,037 | 4,358 | 0.00 | 0.00 | 404 | 10.22 | 12-31-2023 |