Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ONEDIGITAL INVESTMENT ADVISORS LLC | COM | 1301 | $1,104,812 | 1,137 | 0.00 | 0.00 | -89 | -7.26 | 03-31-2024 |
VALUES FIRST ADVISORS INC | COM | 1302 | $1,101,442 | 1,134 | 0.00 | 0.00 | 176 | 18.37 | 03-31-2024 |
CERTUITY LLC | COM | 1303 | $1,101,295 | 1,134 | 0.00 | 0.00 | -559 | -33.02 | 03-31-2024 |
CLEAR HARBOR ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.09 | 03-31-2024 |