Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | COM | 1601 | $395,018 | 945 | 0.00 | 0.00 | 15 | 1.61 | 03-31-2024 |
EVOKE WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 943 | +Inf | 06-30-2024 | |
EVERPAR ADVISORS LLC | COM | 1603 | $439,191 | 937 | 0.00 | 0.00 | 387 | 70.36 | 06-30-2024 |
BREAKWATER CAPITAL GROUP | COM | 1604 | $329,740 | 937 | 0.00 | 937 | +Inf | 06-30-2023 |