Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEQUOIA FINANCIAL ADVISORS LLC | SPON ADR REP A | 701 | $358,900 | 3,409 | 0.00 | 0.00 | -558 | -14.07 | 03-31-2024 |
STRATOS WEALTH ADVISORS LLC | SPON ADR REP A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PFG INVESTMENTS LLC | SPON ADR REP A | 703 | $355,846 | 3,380 | 0.00 | 3,380 | +Inf | 03-31-2024 | |
CONNECTUS WEALTH LLC | COM | 704 | $396,451 | 3,329 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |