Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOCHK ASSET MANAGEMENT LTD | COM | 5601 | $847,118 | 4,400 | 0.00 | 4,400 | +Inf | 12-31-2023 | |
SHANKERVALLEAU WEALTH ADVISORS INC | COM | 5602 | $748,682 | 4,366 | 0.00 | 0.00 | 97 | 2.27 | 03-31-2024 |
HALPERN FINANCIAL INC | Stock | 5603 | $735,772 | 4,337 | 0.00 | 0.00 | -166 | -3.69 | 03-31-2024 |
BOYD WEALTH MANAGEMENT LLC | COM | 5604 | $742,025 | 4,327 | 0.00 | 0.00 | 12 | 0.28 | 03-31-2024 |