Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PEDDOCK CAPITAL ADVISORS LLC | COM | 651 | $2,470,351 | 8,384 | 0.00 | 0.00 | 471 | 5.95 | 03-31-2024 |
ENGINEERS GATE MANAGER LP | COM | 652 | $2,450,604 | 8,317 | 0.00 | 0.00 | -39,648 | -82.66 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | COM | 653 | $2,447,914 | 8,308 | 0.00 | 0.00 | 2,902 | 53.68 | 03-31-2024 |
HOYLECOHEN LLC | COM | 654 | $2,446,910 | 8,304 | 0.00 | 0.00 | 1 | 0.01 | 03-31-2024 |