Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
US CAPITAL WEALTH ADVISORS LLC | ADR | 651 | $2,734,040 | 21,293 | 0.00 | 0.00 | 5,872 | 38.08 | 03-31-2024 |
CALLAN CAPITAL LLC | ADR | 652 | $2,199,244 | 21,259 | 0.00 | 0.00 | 15,366 | 260.75 | 12-31-2023 |
KINGSVIEW WEALTH MANAGEMENT LLC | ADR | 653 | $2,723,116 | 21,208 | 0.00 | 0.00 | 18,942 | 835.92 | 03-31-2024 |
ELEY FINANCIAL MANAGEMENT INC | ADR | 654 | $2,686,898 | 20,926 | 0.00 | 20,926 | +Inf | 03-31-2024 |