Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGISTER FINANCIAL ADVISORS LLC | COM | 801 | $570,013 | 7,750 | 0.00 | 0.00 | -700 | -8.28 | 03-31-2024 |
INTERVAL PARTNERS LP | COM | 802 | $2,495,960 | 7,705 | 0.00 | 7,705 | +Inf | 12-31-2023 | |
CRESTWOOD ADVISORS GROUP LLC | Stock | 803 | $640,257 | 7,665 | 0.00 | 7,665 | +Inf | 12-31-2023 | |
SIMPLICITY WEALTHLLC | COM | 804 | $561,113 | 7,629 | 0.00 | 7,629 | +Inf | 03-31-2024 |