Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TSFG LLC | Common Stock | 751 | $1,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIVELSBERGER FINANCIAL ADVISORY | COM | 752 | $879 | 100 | 0.00 | 100 | +Inf | 12-31-2023 | |
KEY FINANCIAL INC | CL A | 753 | $879 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASPIRE PRIVATE CAPITAL LLC | CL A | 754 | $738 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |