Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COPPELL ADVISORY SOLUTIONS LLC | CAP STK CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,896 | -49.74 | 12-31-2023 |
MORRIS FINANCIAL CONCEPTS INC | CAP STK CL A | 4952 | $289,182 | 1,916 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST WEALTH GROUP LLC | CAP STK CL A | 4953 | $267,506 | 1,915 | 0.00 | 0.00 | 216 | 12.71 | 12-31-2023 |
WMG FINANCIAL ADVISORS LLC | CAP STK CL A | 4954 | $267,506 | 1,915 | 0.00 | 0.00 | -3,393 | -63.92 | 12-31-2023 |