Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NOMURA ASSET MANAGEMENT CO LTD | COM | 551 | $19,000 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
ADVISORSHARES INVESTMENTS LLC | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 813 | +Inf | 12-31-2023 | |
OPTIMUM INVESTMENT ADVISORS | COM | 554 | $15,072 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |