Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
E FUND MANAGEMENT CO LTD | Common Stock | 1301 | $429,186 | 3,495 | 0.00 | 0.03 | -408 | -10.45 | 03-31-2024 |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1302 | $428,577 | 3,490 | 0.00 | 0.00 | 822 | 30.81 | 03-31-2024 |
CRESCENT CAPITAL CONSULTING LLC | Common Stock | 1303 | $474,000 | 3,481 | 0.08 | 0.07 | 0 | 0.00 | 12-31-2021 |
55I LLC | COM | 1304 | $386,000 | 3,441 | 0.01 | 3,441 | +Inf | 09-30-2022 |