Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PECAUT & CO | COM | 451 | $483,234 | 3,620 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
IFP ADVISORS INC | cs | 452 | $391,603 | 3,534 | 0.00 | 0.00 | -325 | -8.42 | 12-31-2023 |
INDEPENDENT ADVISOR ALLIANCE | COM | 453 | $420,016 | 3,525 | 0.00 | 0.00 | 1,913 | 118.67 | 03-31-2024 |
TOBAM | COM | 454 | $419,000 | 3,517 | 0.04 | 0.02 | 1,126 | 47.09 | 03-31-2024 |