Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SWISSPARTNERS LTD | COM | 3701 | $715,467 | 4,050 | 0.00 | 0.69 | 0 | 0.00 | 12-31-2022 |
HERITAGE WEALTH MANAGEMENT INC /CA/ | COM | 3702 | $636,082 | 4,021 | 0.00 | 0.00 | 38 | 0.95 | 03-31-2024 |
WERBA RUBIN PAPIER WEALTH MANAGEMENT | COM | 3703 | $629,781 | 4,018 | 0.00 | 0.00 | -2,241 | -35.80 | 12-31-2023 |
DELTEC ASSET MANAGEMENT LLC | COM | 3704 | $629,154 | 4,014 | 0.00 | 0.00 | -2,700 | -40.21 | 12-31-2023 |