Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TORONTO DOMINION BANK | COM | 551 | $126,324 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CASCADE FINANCIAL PARTNERS LLC | CL A NEW | 552 | $295,916 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
LONGVIEW WEALTH MANAGEMENT | CL A NEW | 553 | $340,912 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
AXXCESS WEALTH MANAGEMENT LLC | CL A NEW | 554 | $340,912 | 200 | 0.00 | 200 | +Inf | 03-31-2024 |