Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
E OHMAN J:OR ASSET MANAGEMENT AB | COM | 451 | $262,528 | 22,400 | 0.00 | 0.00 | -4,200 | -15.79 | 03-31-2023 |
STRATOS WEALTH PARTNERS LTD | COM NEW | 452 | $76,199 | 22,151 | 0.00 | 0.00 | -3,484 | -13.59 | 03-31-2024 |
BANCO SANTANDER SA | COM NEW | 453 | $99,558 | 22,124 | 0.00 | 22,124 | +Inf | 12-31-2023 | |
CAPASSO PLANNING PARTNERS LLC | COM NEW | 454 | $99,140 | 22,031 | 0.00 | 0.00 | -88,288 | -80.03 | 12-31-2023 |