Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISOR OS LLC | COM | 751 | $470,795 | 6,119 | 0.00 | 0.26 | -11,594 | -65.45 | 03-31-2023 |
ZEKE CAPITAL ADVISORS LLC | Stock | 752 | $374,000 | 5,586 | 0.03 | 0.03 | -645 | -10.35 | 09-30-2022 |
THOMAS WHITE INTERNATIONAL LTD | COM | 753 | $428,017 | 5,563 | 0.00 | 5,563 | +Inf | 03-31-2023 | |
JOHANSON FINANCIAL ADVISORS INC | COM | 754 | $361,000 | 5,544 | 0.12 | 0.14 | 9 | 0.16 | 09-30-2021 |