Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANNEY MONTGOMERY SCOTT LLC | Common Stock | 301 | $238,000 | 3,175 | 0.00 | 0.00 | 104 | 3.39 | 09-30-2023 |
NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST | COM | 302 | $372,746 | 3,120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 303 | $366,824 | 3,070 | 0.00 | 0.00 | -72 | -2.29 | 03-31-2024 |
BTC CAPITAL MANAGEMENT INC | COM | 304 | $229,760 | 3,061 | 0.00 | 0.00 | -155 | -4.82 | 09-30-2023 |