Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVENTIDE ASSET MANAGEMENT LLC | COM | 1251 | $1,555,450 | 2,393 | 0.00 | 2,393 | +Inf | 03-31-2024 | |
EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM | 1252 | $1,493,197 | 2,389 | 0.00 | 0.00 | 230 | 10.65 | 12-31-2023 |
EDGESTREAM PARTNERS LP | COM | 1253 | $1,490,072 | 2,384 | 0.00 | 2,384 | +Inf | 12-31-2023 | |
VENTURI WEALTH MANAGEMENT LLC | COM | 1254 | $1,548,611 | 2,382 | 0.00 | 0.00 | -372 | -13.51 | 03-31-2024 |