Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONEY CONCEPTS CAPITAL CORP | COM | 551 | $1,266,390 | 9,511 | 0.00 | 0.00 | 528 | 5.88 | 03-31-2024 |
PATHSTONE FAMILY OFFICE LLC | COM | 552 | $1,362,104 | 9,492 | 0.00 | 0.00 | 578 | 6.48 | 06-30-2023 |
BURNEY CO/ | COM | 553 | $1,344,787 | 9,467 | 0.00 | 0.00 | -1,424 | -13.08 | 12-31-2023 |
DAI-ICHI LIFE INSURANCE COMPANY LTD | COM | 554 | $1,350,479 | 9,411 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |