Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 451 | $538,444 | 4,608 | 0.00 | 0.00 | 108 | 2.40 | 03-31-2024 |
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 452 | $535,785 | 4,585 | 0.00 | 0.00 | 662 | 16.87 | 03-31-2024 |
PICTET ASSET MANAGEMENT LTD | COM | 453 | $414,000 | 4,579 | 0.00 | 0.00 | -421 | -8.42 | 06-30-2021 |
PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | COM | 454 | $533,775 | 4,568 | 0.00 | 0.00 | 573 | 14.34 | 03-31-2024 |