Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRANQUILLI FINANCIAL ADVISOR LLC | SHS | 2151 | $438,887 | 5,036 | 0.00 | 5,036 | +Inf | 03-31-2024 | |
WEALTH ALLIANCE | SHS | 2152 | $438,535 | 5,032 | 0.00 | 0.00 | -7,155 | -58.71 | 03-31-2024 |
MEADOW CREEK WEALTH ADVISORS LLC | Foreign Ordinary Shares | 2153 | $437,786 | 5,023 | 0.00 | 0.00 | 10 | 0.20 | 03-31-2024 |
OXBOW ADVISORS LLC | SHS | 2154 | $437,667 | 5,022 | 0.00 | 0.00 | -50,942 | -91.03 | 03-31-2024 |