Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 651 | $19,471 | 918 | 0.00 | 0.00 | -342 | -27.14 | 03-31-2024 |
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 909 | +Inf | 03-31-2024 |
MACQUARIE GROUP LTD | COM | 653 | $18,262 | 861 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | COM | 654 | $18,153 | 856 | 0.00 | 0.00 | -2 | -0.23 | 03-31-2024 |