Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NICHOLS & PRATT ADVISERS LLP /MA | SPONSORED ADR | 1101 | $1,245,638 | 4,807 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WOLF GROUP CAPITAL ADVISORS | COM | 1102 | $919,089 | 4,773 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ACHMEA INVESTMENT MANAGEMENT BV | Equity | 1103 | $1,225,000 | 4,728 | 0.02 | 0.02 | -96 | -1.99 | 03-31-2024 |
STRATOS WEALTH ADVISORS LLC | COM | 1104 | $1,218,834 | 4,703 | 0.00 | 0.00 | -89 | -1.86 | 03-31-2024 |