Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
US BANCORP \DE\ | CL A | 901 | $98,381 | 5,811 | 0.00 | 0.00 | 182 | 3.23 | 12-31-2023 |
AMERICAN PORTFOLIOS ADVISORS | CL A | 902 | $54,000 | 5,499 | 0.00 | 5,499 | +Inf | 09-30-2022 | |
CLEAR PERSPECTIVE ADVISORS LLC | CL A | 903 | $256,000 | 5,450 | 0.08 | 5,450 | +Inf | 12-31-2021 | |
ALPHA PARADIGM PARTNERS LLC | COM | 904 | $47,000 | 5,277 | 0.00 | 0.00 | -16,080 | -75.29 | 12-31-2022 |