Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RWA WEALTH PARTNERS LLC | COM | 1051 | $285,225 | 2,302 | 0.00 | 0.00 | -116 | -4.80 | 03-31-2024 |
INTEGRATED ADVISORS NETWORK LLC | COM | 1052 | $224,595 | 2,300 | 0.00 | 2,300 | +Inf | 12-31-2023 | |
FULCRUM ASSET MANAGEMENT LLP | COM | 1053 | $200,000 | 2,277 | 0.06 | 0.19 | -3,152 | -58.06 | 03-31-2022 |
MIRABELLA FINANCIAL SERVICES LLP | COM | 1054 | $282,817 | 2,274 | 0.00 | 2,274 | +Inf | 03-31-2024 |