Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE TRUST CO NA | Com | 1001 | $220,658 | 5,655 | 0.00 | 0.00 | 666 | 13.35 | 03-31-2024 |
REHMANN CAPITAL ADVISORY GROUP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -36 | -0.63 | 03-31-2024 |
IHT WEALTH MANAGEMENT LLC | COM | 1003 | $203,771 | 5,637 | 0.00 | 5,637 | +Inf | 12-31-2023 | |
ATOMI FINANCIAL GROUP INC | COM | 1004 | $219,490 | 5,625 | 0.00 | 5,625 | +Inf | 03-31-2024 |