Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL ADVISORS NETWORK INC | COM | 2101 | $701,697 | 1,442 | 0.00 | 0.13 | 288 | 24.96 | 12-31-2022 |
GLOBAL FINANCIAL PRIVATE CLIENT LLC | Stock | 2102 | $487,962 | 1,441 | 0.00 | 1,441 | +Inf | 03-31-2020 | |
GULF INTERNATIONAL BANK (UK) LTD | Common/Ordinary | 2103 | $654,000 | 1,439 | 0.02 | 0.02 | 88 | 6.51 | 03-31-2024 |
ALTUS WEALTH GROUP LLC | COM | 2104 | $653,648 | 1,437 | 0.00 | 0.00 | 108 | 8.13 | 03-31-2024 |