Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD ADVISORS LLC | CL A | 1151 | $305,892 | 5,204 | 0.00 | 0.00 | 170 | 3.38 | 03-31-2024 |
PSI ADVISORS LLC | Common Stock | 1152 | $401,286 | 5,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REDWOOD FINANCIAL NETWORK CORP | CL A | 1153 | $400,052 | 5,184 | 0.00 | 0.00 | 163 | 3.25 | 03-31-2024 |
KJ HARRISON & PARTNERS INC | CL A | Liquidated | $0 | 0 | 0.00 | 5,175 | +Inf | 03-31-2024 |