Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | COM NON VTG | 801 | $501,450 | 7,329 | 0.00 | 0.00 | -186 | -2.48 | 12-31-2023 |
ALBERTA INVESTMENT MANAGEMENT CORP | COM NON VTG | 802 | $607,433 | 7,300 | 0.00 | 0.02 | -33,799 | -82.24 | 03-31-2023 |
PORTSIDE WEALTH GROUP LLC | COM NON VTG | 803 | $558,025 | 7,265 | 0.00 | 0.00 | 115 | 1.61 | 03-31-2024 |
ETF MANAGERS GROUP LLC | Common Stock | 804 | $594,487 | 7,172 | 0.00 | 0.02 | 285 | 4.14 | 12-31-2022 |