Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NICHOLS & PRATT ADVISERS LLP /MA | CL A | 1301 | $217,319 | 1,884 | 0.00 | 1,884 | +Inf | 03-31-2024 | |
PORTSIDE WEALTH GROUP LLC | CL A | Liquidated | $216,858 | 1,880 | 0.00 | 0.00 | 1,880 | +Inf | 03-31-2024 |
QUENT CAPITAL LLC | Stock | 1303 | $210,197 | 1,822 | 0.00 | 0.00 | 50 | 2.82 | 03-31-2024 |
ELEMENT POINTE ADVISORS LLC | CL A | 1304 | $209,245 | 1,814 | 0.00 | 1,814 | +Inf | 03-31-2024 |