Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST BRANCH CAPITAL LLC | UNIT SER 1 | 4151 | $109,342 | 267 | 0.00 | 0.00 | 175 | 190.22 | 12-31-2023 |
CRESCENT CAPITAL CONSULTING LLC | Exchange Traded Fund | 4152 | $103,000 | 258 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2021 |
RITTER DANIHER FINANCIAL ADVISORY LLC | UNIT SER 1 | 4153 | $91,000 | 251 | 0.06 | 0.07 | 0 | 0.00 | 03-31-2022 |
JANICZEK WEALTH MANAGEMENT LLC | UNIT SER 1 | 4154 | $111,122 | 250 | 0.00 | 0.00 | 21 | 9.17 | 03-31-2024 |