Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALADIN ADVISORY GROUP LLC | COM | 5151 | $1,545,524 | 4,110 | 0.00 | 0.00 | -524 | -11.31 | 12-31-2023 |
SWISSPARTNERS LTD | COM | 5152 | $985,468 | 4,109 | 0.00 | 12.60 | -48,174 | -92.14 | 12-31-2022 |
CATALYST PRIVATE WEALTH LLC | COM | 5153 | $1,723,834 | 4,097 | 0.00 | 0.00 | 125 | 3.15 | 03-31-2024 |
MA PRIVATE WEALTH | COM | 5154 | $1,290,786 | 4,088 | 0.00 | 0.00 | -1 | -0.02 | 09-30-2023 |