Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IEQ CAPITAL LLC | COM | 651 | $117,052 | 11,932 | 0.00 | 11,932 | +Inf | 12-31-2023 | |
CFO4LIFE GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 49 | 0.42 | 12-31-2023 |
IHT WEALTH MANAGEMENT LLC | COM | 653 | $115,780 | 11,802 | 0.00 | 0.00 | -253 | -2.10 | 12-31-2023 |
METLIFE INVESTMENT MANAGEMENT LLC | COM | 654 | $111,203 | 11,780 | 0.00 | 0.00 | 424 | 3.73 | 09-30-2023 |