Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAM INVESTMENT PARTNERS LLC | CAP STK CL A | 3701 | $1,154,109 | 7,647 | 0.00 | 0.00 | 97 | 1.28 | 03-31-2024 |
DAVIDSON TRUST CO | Equities | 3702 | $1,067,232 | 7,640 | 0.00 | 0.00 | 620 | 8.83 | 12-31-2023 |
WARREN STREET WEALTH ADVISORS LLC | CAP STK CL A | 3703 | $1,152,652 | 7,637 | 0.00 | 0.00 | 257 | 3.48 | 03-31-2024 |
COPPERWYND FINANCIAL LLC | CAP STK CL A | 3704 | $1,152,444 | 7,636 | 0.00 | 0.00 | 1,141 | 17.57 | 03-31-2024 |