Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARETE WEALTH ADVISORS LLC | COM | 1301 | $1,911,506 | 24,214 | 0.00 | 24,214 | +Inf | 12-31-2023 | |
LGT GROUP FOUNDATION | COM | 1302 | $1,930,431 | 24,203 | 0.00 | 0.00 | 736 | 3.14 | 03-31-2024 |
BRYN MAWR CAPITAL MANAGEMENT LLC | COM | 1303 | $1,908,713 | 24,173 | 0.00 | 0.00 | -655 | -2.64 | 12-31-2023 |
FOCUS FINANCIAL NETWORK INC /ADV | COM | 1304 | $1,907,691 | 24,161 | 0.00 | 24,161 | +Inf | 12-31-2023 |