Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRAIRIEVIEW PARTNERS LLC | COM | 4001 | $4,276,000 | 24,932 | 0.49 | 0.59 | 245 | 0.99 | 03-31-2024 |
DAVID J YVARS GROUP | COM | 4002 | $4,264,454 | 24,868 | 0.00 | 0.00 | -5,942 | -19.29 | 03-31-2024 |
CURRAN FINANCIAL PARTNERS LLC | COM | 4003 | $4,261,248 | 24,850 | 0.00 | 24,850 | +Inf | 03-31-2024 | |
WPWEALTH LLP | COM | 4004 | $4,781,498 | 24,835 | 0.00 | 0.00 | -806 | -3.14 | 12-31-2023 |