Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KPP ADVISORY SERVICES LLC | Common Stock | 701 | $405,474 | 7,947 | 0.00 | 7,947 | +Inf | 12-31-2023 | |
MY LEGACY ADVISORS LLC | FNF GROUP COM | 702 | $392,176 | 7,902 | 0.00 | 0.00 | 2,202 | 38.63 | 12-31-2023 |
BELPOINTE ASSET MANAGEMENT LLC | ETF | 703 | $400,890 | 7,857 | 0.00 | 0.00 | 2,284 | 40.98 | 12-31-2023 |
NEXT FINANCIAL GROUP INC | FNF GROUP COM | 704 | $341,000 | 7,842 | 0.03 | 0.03 | -694 | -8.13 | 06-30-2021 |