Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSPIRE ADVISORS LLC | COM | 801 | $203,351 | 618 | 0.00 | 618 | +Inf | 12-31-2023 | |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 802 | $200,861 | 610 | 0.00 | 0.00 | 300 | 96.77 | 12-31-2023 |
NARUS FINANCIAL PARTNERS LLC | CL A | Liquidated | $0 | 0 | 0.00 | 604 | +Inf | 03-31-2024 | |
KBC GROUP NV | COM | 804 | $179,000 | 596 | 0.00 | 0.00 | 150 | 33.63 | 03-31-2024 |