Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STILLWATER CAPITAL ADVISORS LLC | CL A | 4901 | $358,844 | 739 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MAS ADVISORS LLC | CL A | 4902 | $221,255 | 737 | 0.00 | 737 | +Inf | 09-30-2023 | |
IMPACTFOLIO LLC | CL A | 4903 | $220,654 | 735 | 0.00 | 0.00 | -54 | -6.84 | 09-30-2023 |
MINICHMACGREGOR WEALTH MANAGEMENT LLC | CL A | 4904 | $361,217 | 735 | 0.00 | 0.00 | -2 | -0.27 | 03-31-2024 |