Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANTAGE FINANCIAL PARTNERS LLC | Stock | 4251 | $625,313 | 1,487 | 0.00 | 0.00 | 61 | 4.28 | 03-31-2024 |
FILBRANDT WEALTH MANAGEMENT LLC | COM | 4252 | $405,000 | 1,486 | 0.23 | 0.29 | -325 | -17.95 | 09-30-2021 |
GUILD INVESTMENT MANAGEMENT INC | CL B NEW | 4253 | $623,631 | 1,483 | 0.00 | 0.00 | 33 | 2.28 | 03-31-2024 |
PINNACLE PRIVATE WEALTH LLC | CL B NEW | 4254 | $404,000 | 1,481 | 0.16 | 0.16 | 62 | 4.37 | 06-30-2022 |