Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANK JULIUS BAER & CO LTD ZURICH | COMNEW | 1051 | $285,120 | 2,070 | 0.00 | 2,070 | +Inf | 03-31-2024 | |
CORNERSTONE INVESTMENT PARTNERS LLC | COM | 1052 | $226,219 | 2,068 | 0.00 | 2,068 | +Inf | 06-30-2023 | |
LION STREET ADVISORS LLC | COM NEW | 1053 | $313,756 | 2,067 | 0.00 | 2,067 | +Inf | 03-31-2024 | |
EA SERIES TRUST | COM NEW | 1054 | $226,000 | 2,066 | 0.00 | 2,066 | +Inf | 06-30-2023 |