Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 1351 | $10,439 | 135 | 0.00 | 0.00 | -15 | -10.00 | 03-31-2024 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 1352 | $10,000 | 132 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEMES RUSH GROUP LLC | COM | 1353 | $10,129 | 131 | 0.00 | 0.00 | -44 | -25.14 | 03-31-2024 |
VALLEY NATIONAL ADVISERS INC | COM | 1354 | $10,000 | 131 | 0.00 | 0.00 | -19 | -12.67 | 03-31-2024 |