Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1001 | $758 | 86 | 0.00 | 86 | +Inf | 12-31-2023 | |
HOBBS GROUP ADVISORS LLC | COM | 1002 | $677 | 78 | 0.00 | 78 | +Inf | 12-31-2023 | |
SANDY SPRING BANK | COM | 1003 | $634 | 73 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 1004 | $605 | 67 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |