Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURIM 21 INVESTIMENTOS LTDA | COM | 1701 | $96,249 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 1702 | $87,829 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SANDY SPRING BANK | COM | 1703 | $92,881 | 97 | 0.00 | 0.00 | 33 | 51.56 | 03-31-2024 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | COM | 1704 | $57,000 | 96 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |