Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANQUE CANTONALE VAUDOISE | COM | 451 | $7,000 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KINGS POINT CAPITAL MANAGEMENT | COM | 452 | $19,000 | 563 | 0.00 | 563 | +Inf | 12-31-2021 | |
BENJAMIN F EDWARDS & COMPANY INC | COM | 453 | $6,000 | 514 | 0.00 | 0.00 | -350 | -40.51 | 03-31-2024 |
STRENGTHENING FAMILIES & COMMUNITIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 400 | +Inf | 03-31-2024 |