Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | 4251 | $167,000 | 1,846 | 0.02 | 0.02 | -155 | -7.75 | 12-31-2023 |
KAPITALO INVESTIMENTOS LTDA | COM | 4252 | $165,050 | 1,828 | 0.00 | 1,828 | +Inf | 12-31-2023 | |
WATERWAY WEALTH MANAGEMENT LLC | Stock | 4253 | $223,254 | 1,825 | 0.00 | 1,825 | +Inf | 03-31-2024 | |
STEPHENS CONSULTING LLC | COM | 4254 | $164,670 | 1,824 | 0.00 | 0.00 | -3 | -0.16 | 12-31-2023 |