Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWER RESEARCH CAPITAL LLC (TRC) | COM | 501 | $252,415 | 2,657 | 0.00 | 0.00 | 152 | 6.07 | 06-30-2024 |
KEYBANK NATIONAL ASSOCIATION/OH | COM | 502 | $251,370 | 2,646 | 0.00 | 0.00 | -100 | -3.64 | 06-30-2024 |
CONCURRENT INVESTMENT ADVISORS LLC | COM | 503 | $270,507 | 2,636 | 0.00 | 2,636 | +Inf | 03-31-2024 | |
MONEYWISE INC | COM | 504 | $269,070 | 2,622 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |