Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITH SALLEY & ASSOCIATES | COM | 1351 | $818,112 | 10,099 | 0.00 | 0.00 | -57 | -0.56 | 12-31-2023 |
HNP CAPITAL LLC | COM | 1352 | $865,099 | 10,077 | 0.00 | 0.18 | -265 | -2.56 | 12-31-2022 |
CHOATE INVESTMENT ADVISORS | COM | 1353 | $753,297 | 10,052 | 0.00 | 0.00 | 358 | 3.69 | 09-30-2023 |
AIGEN INVESTMENT MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.00 | 10,022 | +Inf | 12-31-2023 |