Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRATED ADVISORS NETWORK LLC | COM | Liquidated | $0 | 0 | 0.00 | 18,368 | +Inf | 12-31-2023 | |
MASSACHUSETTS WEALTH MANAGEMENT | COM | 752 | $722,372 | 18,325 | 0.00 | 0.00 | 300 | 1.66 | 03-31-2024 |
PSAGOT VALUE HOLDINGS LTD | COM | 753 | $392,000 | 18,151 | 0.07 | 0.02 | 0 | 0.00 | 09-30-2021 |
PITCAIRN CO | COM | 754 | $714,212 | 18,118 | 0.00 | 0.00 | 163 | 0.91 | 03-31-2024 |