Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QTRON INVESTMENTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ARKADIOS WEALTH ADVISORS | Stock | 602 | $440,110 | 12,669 | 0.00 | 0.00 | 2,721 | 27.35 | 03-31-2024 |
HOBART PRIVATE CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,032 | 9.01 | 12-31-2021 |
INSPIRE INVESTING LLC | COM | 604 | $444,128 | 12,388 | 0.00 | 0.00 | 3,365 | 37.29 | 12-31-2023 |