Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | CL A | 551 | $77,624 | 1,796 | 0.00 | 0.00 | 191 | 11.90 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 552 | $46,000 | 1,605 | 0.01 | 1,605 | +Inf | 09-30-2022 | |
BLUME CAPITAL MANAGEMENT INC | CL A | 553 | $65,047 | 1,505 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUARRY LP | CL A | 554 | $62,626 | 1,449 | 0.00 | 1,449 | +Inf | 03-31-2024 |