Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPPENHEIMER & CO INC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 128 | 4.04 | 12-31-2023 |
GLOBAL STRATEGIC INVESTMENT SOLUTIONS LLC | COM | 802 | $437,797 | 3,288 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIDO ADVISORS LLC | COM | 803 | $437,340 | 3,285 | 0.00 | 3,285 | +Inf | 03-31-2024 | |
SAVANT CAPITAL LLC | COM | 804 | $461,238 | 3,247 | 0.00 | 3,247 | +Inf | 12-31-2023 |