Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVER GLOBAL INVESTORS LLP | COM | 451 | $103,733 | 5,157 | 0.00 | 0.02 | -60 | -1.15 | 12-31-2023 |
NEXT FINANCIAL GROUP INC | COM | 452 | $212,000 | 4,618 | 0.02 | 0.02 | 2,347 | 103.35 | 06-30-2021 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 2,274 | 97.85 | 12-31-2023 |
KBC GROUP NV | COM | 454 | $88,000 | 4,392 | 0.00 | 4,392 | +Inf | 12-31-2023 |