Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLOUGH CAPITAL PARTNERS L P | COM | 3401 | $518,985 | 2,850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC | COM | 3402 | $518,773 | 2,849 | 0.00 | 2,849 | +Inf | 03-31-2024 | |
COLONIAL TRUST ADVISORS | Stock | 3403 | $440,733 | 2,844 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OMNI 360 WEALTH INC | COM | 3404 | $516,797 | 2,838 | 0.00 | 0.00 | -25 | -0.87 | 03-31-2024 |