Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PICTET ASSET MANAGEMENT SA | COM | 251 | $208,759 | 18,507 | 0.00 | 18,507 | +Inf | 06-30-2023 | |
INSTITUTE FOR WEALTH MANAGEMENT LLC | COM | 252 | $165,975 | 18,179 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HSBC HOLDINGS PLC | COM | 253 | $162,094 | 17,754 | 0.00 | 17,754 | +Inf | 03-31-2024 | |
H&H RETIREMENT DESIGN & MANAGEMENT INC | COM | 254 | $216,921 | 17,679 | 0.00 | 0.18 | -545 | -2.99 | 12-31-2022 |