Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEOS INVESTMENT MANAGEMENT LLC | COM | 1201 | $1,605,740 | 1,978 | 0.00 | 1,978 | +Inf | 12-31-2023 | |
TYCHE WEALTH PARTNERS LLC | COM | 1202 | $1,646,610 | 1,975 | 0.00 | 0.00 | -861 | -30.36 | 03-31-2024 |
CAPROCK GROUP LLC | COM | 1203 | $1,646,790 | 1,975 | 0.00 | 0.00 | 138 | 7.51 | 03-31-2024 |
TWIN FOCUS CAPITAL PARTNERS LLC | COM | 1204 | $1,602,493 | 1,974 | 0.00 | 0.00 | 124 | 6.70 | 12-31-2023 |