Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALEO FINANCIAL ADVISORS LLC | Stock | 951 | $243,606 | 1,774 | 0.00 | 1,774 | +Inf | 03-31-2024 | |
BLACKDIAMOND WEALTH MANAGEMENT LLC | COM | 952 | $252,174 | 1,773 | 0.00 | 1,773 | +Inf | 12-31-2023 | |
CUMBERLAND PARTNERS LTD | COM | Liquidated | $0 | 0 | 0.00 | 1,750 | +Inf | 12-31-2023 | |
CALLAN CAPITAL LLC | COM | 954 | $243,531 | 1,749 | 0.00 | 0.00 | -473 | -21.29 | 12-31-2023 |