Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 451 | $66,304 | 4,480 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM CL A | 452 | $80,000 | 4,000 | 0.06 | 0.06 | 0 | 0.00 | 09-30-2022 |
CARSON ADVISORY INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 3,860 | +Inf | 12-31-2023 | |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK FRANKFURT AM MAIN | COM CL A | 454 | $62,130 | 3,800 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |