Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADEMARK FINANCIAL MANAGEMENT LLC | COM | 4501 | $765,930 | 5,041 | 0.00 | 5,041 | +Inf | 12-31-2023 | |
STEVENS CAPITAL PARTNERS | COM | 4502 | $765,513 | 5,038 | 0.00 | 0.00 | 239 | 4.98 | 12-31-2023 |
HT PARTNERS LLC | COM | 4503 | $904,425 | 5,014 | 0.00 | 0.00 | 11 | 0.22 | 03-31-2024 |
ONE PLUS ONE WEALTH MANAGEMENT LLC | COM | 4504 | $903,704 | 5,010 | 0.00 | 0.00 | -195 | -3.75 | 03-31-2024 |