Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NAVIS WEALTH ADVISORS LLC | COM | 351 | $2,635,178 | 13,680 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
180 WEALTH ADVISORS LLC | COM | 352 | $1,595,898 | 13,660 | 0.00 | 0.00 | 140 | 1.04 | 03-31-2023 |
TORONTO DOMINION BANK | COM | 353 | $3,002,359 | 13,551 | 0.00 | 0.00 | -4,150 | -23.45 | 12-31-2023 |
GULF INTERNATIONAL BANK (UK) LTD | Common/Ordinary | 354 | $2,569,000 | 13,338 | 0.06 | 0.08 | 0 | 0.00 | 03-31-2024 |