Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHOENIX WEALTH ADVISORS | COM | 1251 | $2,943,290 | 11,968 | 0.00 | 0.00 | 160 | 1.36 | 03-31-2024 |
WEST MICHIGAN ADVISORS LLC | Com | 1252 | $2,930,817 | 11,917 | 0.00 | 11,917 | +Inf | 03-31-2024 | |
PALLADIUM PARTNERS LLC | COM | 1253 | $3,244,000 | 11,873 | 0.14 | 11,873 | +Inf | 03-31-2022 | |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | COM | Liquidated | $2,919,000 | 11,872 | 0.31 | 0.04 | 11,872 | +Inf | 03-31-2024 |