Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EARNEST PARTNERS LLC | CL B NEW | 4751 | $306,371 | 859 | 0.00 | 859 | +Inf | 12-31-2023 | |
MONTVUE CAPITAL MANAGEMENT INC | CL B NEW | 4752 | $360,807 | 858 | 0.00 | 858 | +Inf | 03-31-2024 | |
ALIGN WEALTH MANAGEMENT LLC | CL B NEW | 4753 | $228,836 | 857 | 0.00 | 857 | +Inf | 12-31-2022 | |
KPP ADVISORY SERVICES LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 856 | +Inf | 03-31-2024 |