Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B METZLER SEEL SOHN & CO AG | COM | 701 | $57,040 | 14,701 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HB WEALTH MANAGEMENT LLC | COM | 702 | $56,986 | 14,687 | 0.00 | 0.00 | -4,668 | -24.12 | 03-31-2024 |
MIRACLE MILE ADVISORS LLC | COM | 703 | $56,845 | 14,651 | 0.00 | 0.00 | 129 | 0.89 | 03-31-2024 |
BARD FINANCIAL SERVICES INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 14,600 | +Inf | 12-31-2023 |