Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PEAK FINANCIAL ADVISORS LLC | COM | 801 | $2,929,729 | 8,435 | 0.00 | 8,435 | +Inf | 03-31-2024 | |
SIEMENS FONDS INVEST GMBH | COM | 802 | $2,922,087 | 8,413 | 0.00 | 0.00 | -111 | -1.30 | 03-31-2024 |
US CAPITAL WEALTH ADVISORS LLC | COM | 803 | $2,915,288 | 8,393 | 0.00 | 0.00 | -666 | -7.35 | 03-31-2024 |
GELLER ADVISORS LLC | COM | 804 | $2,899,858 | 8,349 | 0.00 | 0.00 | 6,959 | 500.65 | 03-31-2024 |