Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTELLIGENT FINANCIAL STRATEGIES | COM | 751 | $581,098 | 3,816 | 0.00 | 0.00 | -893 | -18.96 | 09-30-2023 |
JBJ INVESTMENT PARTNERS LLC | SPON ADR NEW | 752 | $840,000 | 3,814 | 0.17 | 0.20 | -1,101 | -22.40 | 12-31-2021 |
QUADCAP WEALTH MANAGEMENT LLC | SPON ADR NEW | 753 | $555,402 | 3,813 | 0.00 | 3,813 | +Inf | 12-31-2023 | |
SALVUS WEALTH MANAGEMENT LLC | SPON ADR NEW | 754 | $566,402 | 3,808 | 0.00 | 0.00 | -1 | -0.03 | 03-31-2024 |