Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TREYBOURNE WEALTH PLANNERS INC | COM CL A | 4751 | $212,000 | 907 | 0.13 | 907 | +Inf | 06-30-2021 | |
NORTHSTAR ASSET MANAGEMENT INC | COM CL A | 4752 | $211,841 | 906 | 0.00 | 906 | +Inf | 06-30-2021 | |
JOHNSON & WHITE WEALTH MANAGEMENT LLC | COM CL A | 4753 | $235,000 | 904 | 0.19 | 904 | +Inf | 12-31-2023 | |
ACCEL WEALTH MANAGEMENT | COM CL A | 4754 | $251,514 | 901 | 0.00 | 0.00 | 100 | 12.48 | 03-31-2024 |