Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDEPENDENT ADVISOR ALLIANCE | COM | 901 | $9,794,452 | 32,520 | 0.00 | 0.00 | 2,411 | 8.01 | 03-31-2024 |
MAXI INVESTMENTS CY LTD | COM | 902 | $9,785,000 | 32,489 | 2.62 | 2.40 | 0 | 0.00 | 03-31-2024 |
LIDO ADVISORS LLC | COM | 903 | $9,775,769 | 32,418 | 0.00 | 0.00 | -5,936 | -15.48 | 03-31-2024 |
AUTUS ASSET MANAGEMENT LLC | COM | 904 | $4,660,000 | 32,392 | 0.89 | 0.96 | -216 | -0.66 | 09-30-2022 |