Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGDOM FINANCIAL GROUP LLC | CL B NEW | 4651 | $403,279 | 959 | 0.00 | 0.00 | -775 | -44.69 | 03-31-2024 |
SOUDERS FINANCIAL ADVISORS | CL B NEW | 4652 | $403,279 | 959 | 0.00 | 0.00 | -51 | -5.05 | 03-31-2024 |
GRAY PRIVATE WEALTH LLC | COM | 4653 | $402,858 | 958 | 0.00 | 958 | +Inf | 03-31-2024 | |
PORTFOLIO DESIGN LABS LLC | CL B NEW | 4654 | $341,324 | 957 | 0.00 | 957 | +Inf | 12-31-2023 |