Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUEWEALTH ADVISORS LLC | COM | 4251 | $1,198,625 | 6,645 | 0.00 | 0.00 | 802 | 13.73 | 03-31-2024 |
GLOBAL STRATEGIC INVESTMENT SOLUTIONS LLC | COM | 4252 | $1,007,210 | 6,629 | 0.00 | 0.00 | -171 | -2.51 | 12-31-2023 |
ECHO45 ADVISORS LLC | COM | 4253 | $1,193,935 | 6,619 | 0.00 | 0.00 | 59 | 0.90 | 03-31-2024 |
JOHNSON & WHITE WEALTH MANAGEMENT LLC | COM | 4254 | $1,004,000 | 6,609 | 0.83 | 6,609 | +Inf | 12-31-2023 |