Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALISADES HUDSON ASSET MANAGEMENT LP | CL A | Liquidated | $0 | 0 | 0.12 | 495 | +Inf | 12-31-2023 | |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1252 | $192,007 | 494 | 0.00 | 0.00 | 22 | 4.66 | 12-31-2023 |
CUTLER GROUP LLC / CA | CL A | Liquidated | $0 | 0 | 0.02 | 0.03 | -92 | -15.73 | 03-31-2024 |
SPEARS ABACUS ADVISORS LLC | CL A | Liquidated | $0 | 0 | 0.00 | 491 | +Inf | 03-31-2024 |