Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KNOLLWOOD INVESTMENT ADVISORY LLC | CL A | 701 | $1,900,507 | 16,476 | 0.00 | 16,476 | +Inf | 03-31-2024 | |
AIGEN INVESTMENT MANAGEMENT LP | CL A | 702 | $1,897,508 | 16,450 | 0.00 | 16,450 | +Inf | 03-31-2024 | |
CONGRESS WEALTH MANAGEMENT LLC / DE / | CL A | 703 | $1,895,545 | 16,433 | 0.00 | 0.00 | -1,412 | -7.91 | 03-31-2024 |
GUARDIAN CAPITAL LP | CL A | 704 | $1,624,245 | 16,385 | 0.00 | 0.00 | -170 | -1.03 | 12-31-2023 |