Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MACHINA CAPITAL SAS | COM | 1451 | $234,207 | 1,264 | 0.00 | 1,264 | +Inf | 06-30-2023 | |
STRATEGIC ADVOCATES LLC | Stock | 1452 | $271,050 | 1,259 | 0.00 | 1,259 | +Inf | 03-31-2024 | |
ARKADIOS WEALTH ADVISORS | Stock | 1453 | $268,260 | 1,246 | 0.00 | 0.00 | -100 | -7.43 | 03-31-2024 |
UNIVEST FINANCIAL CORP | COM | 1454 | $261,144 | 1,240 | 0.00 | 0.00 | -168 | -11.93 | 12-31-2023 |