Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARETE WEALTH ADVISORS LLC | COM | 1401 | $218,444 | 139 | 0.00 | 139 | +Inf | 12-31-2023 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1402 | $208,650 | 138 | 0.00 | 138 | +Inf | 03-31-2024 | |
ASB CONSULTORES LLC | COM | 1403 | $216,703 | 138 | 0.00 | 138 | +Inf | 12-31-2023 | |
STERLING INVESTMENT COUNSEL LLC | COM | 1404 | $208,650 | 138 | 0.00 | 138 | +Inf | 03-31-2024 |