Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM SH BEN INT | 251 | $171,300 | 14,157 | 0.00 | 14,157 | +Inf | 03-31-2024 | |
KINGSWOOD WEALTH ADVISORS LLC | CLOSED END MUTL FUND | 252 | $173,196 | 14,150 | 0.00 | 14,150 | +Inf | 03-31-2024 | |
WELLSPRING FINANCIAL ADVISORS LLC | SH BEN INT | 253 | $172,547 | 14,097 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VISIONPOINT ADVISORY GROUP LLC | COM SH BEN INT | 254 | $167,862 | 13,714 | 0.00 | 0.00 | -1,296 | -8.63 | 03-31-2024 |