Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLACKDIAMOND WEALTH MANAGEMENT LLC | COM CL A | 3851 | $661,059 | 2,399 | 0.00 | 0.00 | 289 | 13.70 | 12-31-2023 |
ENGRAVE WEALTH PARTNERS LLC | COM CL A | 3852 | $624,602 | 2,399 | 0.00 | 0.00 | 112 | 4.90 | 12-31-2023 |
SADOFF INVESTMENT MANAGEMENT LLC | COM CL A | 3853 | $532,000 | 2,398 | 0.03 | 0.04 | 74 | 3.18 | 03-31-2022 |
JMAC ENTERPRISES LLC | COM CL A | 3854 | $668,118 | 2,394 | 0.00 | 0.00 | -58 | -2.37 | 03-31-2024 |