Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARO ADVISORS LLC | COM | 701 | $1,182,329 | 4,058 | 0.00 | 0.00 | 179 | 4.61 | 03-31-2024 |
EVOKE WEALTH LLC | COM | 702 | $1,168,831 | 4,012 | 0.00 | 0.00 | -308 | -7.13 | 03-31-2024 |
INTEGRATED ADVISORS NETWORK LLC | COM | 703 | $1,244,916 | 4,010 | 0.00 | 0.00 | -7,980 | -66.56 | 12-31-2023 |
AXS INVESTMENTS LLC | EQUITY | Liquidated | $0 | 0 | 0.00 | 3,993 | +Inf | 12-31-2023 |