Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 251 | $52,547 | 5,717 | 0.00 | 0.00 | 3 | 0.05 | 03-31-2024 |
IMPACT PARTNERSHIP WEALTH LLC | COM | 252 | $51,317 | 5,584 | 0.00 | 0.00 | -409 | -6.82 | 03-31-2024 |
KBC GROUP NV | COM | 253 | $48,000 | 5,252 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 254 | $23,692 | 5,062 | 0.00 | 5,062 | +Inf | 09-30-2022 |