Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GROUND SWELL CAPITAL LLC | CAP STK CL C | 4101 | $352,184 | 2,499 | 0.00 | 2,499 | +Inf | 12-31-2023 | |
RETIREMENT GROUP LLC | CAP STK CL C | 4102 | $351,620 | 2,495 | 0.00 | 0.00 | -400 | -13.82 | 12-31-2023 |
WESTHILL FINANCIAL ADVISORS INC | CAP STK CL C | 4103 | $351,479 | 2,494 | 0.00 | 0.00 | 8 | 0.32 | 12-31-2023 |
SAVVY ADVISORS INC | CAP STK CL C | 4104 | $351,338 | 2,493 | 0.00 | 2,493 | +Inf | 12-31-2023 |