Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RINKEY INVESTMENTS | COM | 3901 | $502,508 | 3,206 | 0.00 | 3,206 | +Inf | 12-31-2023 | |
SJS INVESTMENT CONSULTING INC | COM | 3902 | $507,036 | 3,205 | 0.00 | 0.00 | 11 | 0.34 | 03-31-2024 |
CCG WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.03 | 12-31-2023 |
O'DELL GROUP LLC | COM | 3904 | $497,519 | 3,194 | 0.00 | 0.00 | 207 | 6.93 | 09-30-2023 |