Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARITY FINANCIAL LLC | COM | 401 | $6,614 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KOSS-OLINGER CONSULTING LLC | COM | 402 | $8,000 | 10,000 | 0.00 | 10,000 | +Inf | 12-31-2023 | |
INSIGHT WEALTH STRATEGIES LLC | COM | 403 | $6,614 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ISLAY CAPITAL MANAGEMENT LLC | COM | 404 | $7,556 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |