Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICON WEALTH PARTNERS LLC | Stock | 1751 | $21,006,764 | 72,864 | 0.00 | 2.60 | -11,861 | -14.00 | 03-31-2023 |
KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -13,784 | -15.92 | 03-31-2024 |
WINTRUST INVESTMENTS LLC | COM | 1753 | $30,613,000 | 72,762 | 2.70 | 2.71 | -1,638 | -2.20 | 03-31-2024 |
RIVER WEALTH ADVISORS LLC | COM | 1754 | $30,570,406 | 72,662 | 0.00 | 0.00 | 1,714 | 2.42 | 03-31-2024 |