Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AUTHENTIKOS WEALTH ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 36 | +Inf | 12-31-2023 | |
GOODWIN INVESTMENT ADVISORY | COM | 4502 | $17,997 | 36 | 0.00 | 36 | +Inf | 03-31-2024 | |
MIZUHO SECURITIES CO LTD | COM | 4503 | $14,000 | 35 | 0.00 | 0.00 | -1 | -2.78 | 09-30-2021 |
IFS ADVISORS LLC | Stock | 4504 | $16,180 | 33 | 0.00 | 0.03 | 0 | 0.00 | 06-30-2023 |