Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NVWM LLC | COM | 751 | $2,556 | 53 | 0.00 | 0.00 | 12 | 29.27 | 09-30-2023 |
FINTRUST CAPITAL ADVISORS LLC | COM | 752 | $1,928 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HIBERNIA WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 49 | +Inf | 12-31-2023 | |
CLEARSTEAD ADVISORS LLC | COM | 754 | $1,986 | 49 | 0.00 | 0.00 | 25 | 104.17 | 03-31-2024 |