Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSETMARK INC | COM | 451 | $218,448 | 2,030 | 0.00 | 0.00 | 214 | 11.78 | 12-31-2023 |
9258 WEALTH MANAGEMENT LLC | Stock | 452 | $218,509 | 1,932 | 0.00 | 0.00 | 8 | 0.42 | 03-31-2024 |
PAULSON WEALTH MANAGEMENT INC | COM | 453 | $201,092 | 1,778 | 0.00 | 1,778 | +Inf | 03-31-2024 | |
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $170,239 | 1,582 | 0.00 | 0.00 | 1,582 | +Inf | 12-31-2023 |