Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKY MOUNTAIN ADVISERS LLC | COM | 301 | $93,330 | 3,000 | 0.00 | 3,000 | +Inf | 03-31-2024 | |
PICTET ASSET MANAGEMENT SA | COM | 302 | $298,594 | 2,814 | 0.00 | 0.00 | -509 | -15.32 | 06-30-2023 |
CWM LLC | COM | 303 | $83,000 | 2,662 | 0.00 | 0.00 | 2,432 | 1057.39 | 03-31-2024 |
AMERITAS INVESTMENT PARTNERS INC | COM | 304 | $80,886 | 2,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |