Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENVESTNET ASSET MANAGEMENT INC | SHS | 51 | $812,437 | 21,573 | 0.00 | 0.00 | 1,309 | 6.46 | 06-30-2024 |
IHT WEALTH MANAGEMENT LLC | SHS | 52 | $802,423 | 21,307 | 0.00 | 0.00 | 2,500 | 13.29 | 06-30-2024 |
CLARAPHI ADVISORY NETWORK LLC | SHS | 53 | $899,000 | 20,765 | 0.26 | 0.32 | 2,320 | 12.58 | 03-31-2022 |
ARETE WEALTH ADVISORS LLC | SHS | 54 | $628,114 | 18,661 | 0.00 | 0.00 | -118 | -0.63 | 12-31-2023 |