Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATHSTONE FAMILY OFFICE LLC | COM | 601 | $236,707 | 3,475 | 0.00 | 3,475 | +Inf | 06-30-2023 | |
6 MERIDIAN | COM | 602 | $243,000 | 3,429 | 0.02 | 0.02 | 18 | 0.53 | 12-31-2021 |
VOYA FINANCIAL ADVISORS INC | COM | 603 | $252,793 | 3,406 | 0.00 | 3,406 | +Inf | 03-31-2024 | |
KEYBANK NATIONAL ASSOCIATION/OH | COM | 604 | $252,388 | 3,401 | 0.00 | 0.00 | -2 | -0.06 | 03-31-2024 |