Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
US CAPITAL WEALTH ADVISORS LLC | SHS | 351 | $331,602 | 5,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INTERSECT CAPITAL LLC | SHS | 352 | $289,000 | 5,066 | 0.09 | 5,066 | +Inf | 06-30-2022 | |
ENVESTNET PORTFOLIO SOLUTIONS INC | SHS | 353 | $327,710 | 5,040 | 0.00 | 5,040 | +Inf | 03-31-2024 | |
PICTET ASSET MANAGEMENT LTD | SHS | 354 | $247,000 | 5,033 | 0.00 | 0.00 | -1,767 | -25.99 | 06-30-2021 |