Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IHT WEALTH MANAGEMENT LLC | COM | 801 | $447,026 | 3,695 | 0.00 | 0.00 | -108 | -2.84 | 03-31-2024 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 802 | $447,000 | 3,691 | 0.01 | 0.01 | -395 | -9.67 | 03-31-2024 |
INDEPENDENT ADVISOR ALLIANCE | COM | 803 | $445,809 | 3,685 | 0.00 | 0.00 | -12,438 | -77.14 | 03-31-2024 |
STAMOS CAPITAL PARTNERS LP | COM | 804 | $483,632 | 3,660 | 0.00 | 0.00 | -20,920 | -85.11 | 12-31-2023 |