Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TWELVE POINTS WEALTH MANAGEMENT LLC | COM | 1101 | $427,885 | 283 | 0.00 | 0.00 | -1 | -0.35 | 03-31-2024 |
TRUE NORTH ADVISORS LLC | COM | 1102 | $426,110 | 282 | 0.00 | 0.00 | -83 | -22.74 | 03-31-2024 |
IFP ADVISORS INC | cs | 1103 | $437,288 | 278 | 0.00 | 0.00 | 62 | 28.70 | 12-31-2023 |
TBH GLOBAL ASSET MANAGEMENT LLC | COM | 1104 | $432,174 | 275 | 0.00 | 0.00 | -37 | -11.86 | 12-31-2023 |