Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BDO WEALTH ADVISORS LLC | COM | 701 | $444,421 | 14,140 | 0.00 | 0.00 | -894 | -5.95 | 06-30-2023 |
PREMIER PATH WEALTH PARTNERS LLC | COM | 702 | $420,992 | 14,132 | 0.00 | 0.00 | 156 | 1.12 | 03-31-2024 |
WILLIAMS JONES WEALTH MANAGEMENT LLC | CS | 703 | $420,039 | 14,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUANTBOT TECHNOLOGIES LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -98,663 | -87.63 | 03-31-2024 |