Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CANOPY PARTNERS LLC | Common Stock | 1251 | $761,252 | 2,837 | 0.00 | 2,837 | +Inf | 03-31-2024 | |
ASSETMARK INC | COM | 1252 | $742,600 | 2,835 | 0.00 | 0.00 | 1,586 | 126.98 | 12-31-2023 |
MAIN STREET FINANCIAL SOLUTIONS LLC | COM | 1253 | $738,639 | 2,820 | 0.00 | 0.00 | -302 | -9.67 | 12-31-2023 |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 1254 | $753,922 | 2,809 | 0.00 | 0.00 | 881 | 45.70 | 03-31-2024 |