Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALTUS WEALTH MANAGEMENT LLC | COM | 3951 | $1,206,876 | 1,336 | 0.00 | 0.00 | 525 | 64.73 | 03-31-2024 |
BRIDGE ADVISORY LLC | COM | 3952 | $1,206,450 | 1,335 | 0.00 | 0.00 | -285 | -17.59 | 03-31-2024 |
REVISOR WEALTH MANAGEMENT LLC | COM | 3953 | $660,215 | 1,333 | 0.00 | 0.00 | -3,494 | -72.38 | 12-31-2023 |
RIVER GLOBAL INVESTORS LLP | COM | 3954 | $1,203,306 | 1,333 | 0.00 | 0.00 | -14 | -1.04 | 03-31-2024 |