Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCHVEST WEALTH ADVISORS INC | CL A | 4551 | $515,202 | 1,049 | 0.00 | 0.00 | -205 | -16.35 | 03-31-2024 |
ENZI WEALTH | CL A | 4552 | $524,246 | 1,048 | 0.00 | 0.00 | -113 | -9.73 | 03-31-2024 |
FIRETHORN WEALTH PARTNERS LLC | CL A | 4553 | $509,005 | 1,048 | 0.00 | 0.00 | 130 | 14.16 | 03-31-2024 |
BIENVILLE CAPITAL MANAGEMENT LLC | CL A | 4554 | $299,607 | 1,044 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |