Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KORE PRIVATE WEALTH LLC | COM | 1801 | $359,000 | 646 | 0.05 | 0.12 | -1,182 | -64.66 | 03-31-2022 |
BSW WEALTH PARTNERS | COM | 1802 | $492,511 | 646 | 0.00 | 0.00 | -83 | -11.39 | 03-31-2024 |
PROSPERITY WEALTH MANAGEMENT INC | COM | 1803 | $489,461 | 642 | 0.00 | 0.00 | -193 | -23.11 | 03-31-2024 |
LION STREET ADVISORS LLC | COM | 1804 | $453,563 | 642 | 0.00 | 0.00 | -146 | -18.53 | 03-31-2024 |