Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTERPOINT ADVISORS LLC | COM NEW | 1051 | $395,000 | 1,112 | 0.15 | 0.14 | 0 | 0.00 | 03-31-2024 |
IHT WEALTH MANAGEMENT LLC | COM NEW | 1052 | $347,418 | 1,110 | 0.00 | 0.00 | 12 | 1.09 | 12-31-2023 |
BBVA USA | COM NEW | 1053 | $257,000 | 1,106 | 0.02 | 0.01 | 0 | 0.00 | 09-30-2021 |
EUDAIMONIA ADVISORS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -220 | -16.63 | 12-31-2023 |