Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSTON PRIVATE WEALTH LLC | COM | 1351 | $1,081,000 | 4,427 | 0.02 | 0.02 | -3,022 | -40.57 | 12-31-2021 |
JEFFERIES FINANCIAL GROUP INC | CL A | 1352 | $767,600 | 4,412 | 0.00 | 0.00 | -6,588 | -59.89 | 09-30-2023 |
WEALTHCARE ADVISORY PARTNERS LLC | CL A | 1353 | $745,037 | 4,403 | 0.00 | 0.00 | 39 | 0.89 | 03-31-2024 |
CINCTIVE CAPITAL MANAGEMENT LP | CL A | 1354 | $868,428 | 4,400 | 0.00 | 4,400 | +Inf | 12-31-2023 |