Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSPIRE INVESTING LLC | COM | 501 | $384,073 | 5,611 | 0.00 | 0.00 | 269 | 5.04 | 12-31-2023 |
AIRE ADVISORS LLC | COM | 502 | $408,156 | 5,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IAMS WEALTH MANAGEMENT LLC | COM | 503 | $393,874 | 5,438 | 0.00 | 0.00 | -124 | -2.23 | 03-31-2024 |
CLOUGH CAPITAL PARTNERS L P | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 451 | 9.06 | 03-31-2024 |