Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GYL FINANCIAL SYNERGIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 894 | +Inf | 03-31-2024 | |
ARKADIOS WEALTH ADVISORS | Stock | 1052 | $227,602 | 890 | 0.00 | 0.00 | -254 | -22.20 | 03-31-2024 |
ITAU UNIBANCO HOLDING SA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,104 | -55.48 | 12-31-2023 |
BEACON POINTE ADVISORS LLC | COM | 1054 | $226,110 | 884 | 0.00 | 0.00 | -9 | -1.01 | 03-31-2024 |