Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YHB INVESTMENT ADVISORS INC | Stock | 601 | $155,025 | 265 | 0.00 | 265 | +Inf | 03-31-2024 | |
EAGLE BAY ADVISORS LLC | Stock | 602 | $153,855 | 263 | 0.00 | 263 | +Inf | 03-31-2024 | |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 603 | $139,000 | 238 | 0.00 | 0.00 | -107 | -31.01 | 03-31-2024 |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 604 | $94,480 | 237 | 0.00 | 0.00 | -22 | -8.49 | 09-30-2023 |