Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOLITUDE FINANCIAL SERVICES | COM | 4151 | $613,920 | 3,065 | 0.00 | 0.00 | 605 | 24.59 | 03-31-2024 |
VISTA CAPITAL PARTNERS INC | COM | 4152 | $611,316 | 3,052 | 0.00 | 0.00 | 17 | 0.56 | 03-31-2024 |
CYPRESS CAPITAL MANAGEMENT LLC (WY) | COM | 4153 | $518,805 | 3,050 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BETTER MONEY DECISIONS LLC | COM | 4154 | $610,514 | 3,048 | 0.00 | 0.00 | 1,345 | 78.98 | 03-31-2024 |