Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFG INVESTMENTS LLC | COM | 1351 | $4,017,440 | 13,339 | 0.00 | 0.00 | 8,744 | 190.29 | 03-31-2024 |
STURGEON VENTURES LLP | COM | 1352 | $2,695,352 | 13,292 | 0.00 | 0.00 | 3,805 | 40.11 | 09-30-2023 |
BAR HARBOR WEALTH MANAGEMENT | COM | 1353 | $3,496,867 | 13,289 | 0.00 | 0.00 | 757 | 6.04 | 12-31-2023 |
SUMITOMO LIFE INSURANCE CO | Common | 1354 | $2,806,589 | 13,285 | 0.00 | 0.24 | -1,282 | -8.80 | 06-30-2023 |