Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | COM | 5551 | $30,452 | 218 | 0.00 | 218 | +Inf | 12-31-2023 | |
FINANCIAL CONSULATE INC | CAP STK CL A | 5552 | $523,000 | 214 | 0.19 | 214 | +Inf | 06-30-2021 | |
BULL OAK CAPITAL LLC | EQUITY | 5553 | $31,846 | 211 | 0.00 | 211 | +Inf | 03-31-2024 | |
BULL OAK CAPITAL LLC | CAP STK CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -60 | -22.14 | 03-31-2024 |