Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMPLIUS WEALTH ADVISORS LLC | COM | 2651 | $332,225 | 733 | 0.00 | 0.00 | -27 | -3.55 | 12-31-2023 |
BANK HAPOALIM BM | COM | 2652 | $333,000 | 733 | 0.04 | 0.06 | -172 | -19.01 | 03-31-2024 |
ARGI INVESTMENT SERVICES LLC | COM | 2653 | $283,000 | 732 | 0.01 | 0.01 | -26 | -3.43 | 09-30-2022 |
CHAPIN DAVIS INC | COM | 2654 | $331,318 | 731 | 0.00 | 731 | +Inf | 12-31-2023 |