Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BSW WEALTH PARTNERS | COM | 2851 | $1,259,126 | 10,832 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
APELLA CAPITAL LLC | COM | 2852 | $1,311,965 | 10,827 | 0.00 | 0.00 | 774 | 7.70 | 03-31-2024 |
RECURRENT INVESTMENT ADVISORS LLC | COM | 2853 | $1,257,484 | 10,818 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROUNDVIEW CAPITAL LLC | COM | 2854 | $1,255,349 | 10,800 | 0.00 | 0.00 | -656 | -5.73 | 03-31-2024 |