Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALTA ADVISERS LTD | COM | 1901 | $122,800 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NVWM LLC | COM | 1902 | $114,753 | 995 | 0.00 | 0.00 | -195 | -16.39 | 09-30-2023 |
ADDISON ADVISORS LLC | COM | 1903 | $117,520 | 957 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOA WEALTH ADVISORS LLC | Stock | 1904 | $116,943 | 952 | 0.00 | 0.00 | 6 | 0.63 | 03-31-2024 |