Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVANTAGE ALPHA CAPITAL PARTNERS LP | COM | 201 | $578,087 | 37,320 | 0.00 | 37,320 | +Inf | 06-30-2024 | |
WEALTHSPIRE ADVISORS LLC | COM | 202 | $562,164 | 36,292 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AMALGAMATED BANK | COM | 203 | $531,000 | 34,256 | 0.00 | 0.00 | -1,088 | -3.08 | 06-30-2024 |
CETERA INVESTMENT ADVISERS | COM | 204 | $525,824 | 33,946 | 0.00 | 0.00 | 12,130 | 55.60 | 06-30-2024 |