Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FF ADVISORSLLC | CAP STK CL A | 5101 | $234,394 | 1,553 | 0.00 | 1,553 | +Inf | 03-31-2024 | |
CAHILL WEALTH MANAGEMENT LLC | CAP STK CL A | 5102 | $202,833 | 1,550 | 0.00 | 1,550 | +Inf | 09-30-2023 | |
THOMPSON DAVIS & CO INC | CAP STK CL A | 5103 | $233,791 | 1,549 | 0.00 | 1,549 | +Inf | 03-31-2024 | |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1,545 | +Inf | 12-31-2023 |