Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTSHORE WEALTH LLC | COM | 1401 | $215,079 | 2,385 | 0.00 | 0.00 | 73 | 3.16 | 12-31-2023 |
NAVELLIER & ASSOCIATES INC | COM | 1402 | $214,268 | 2,376 | 0.00 | 2,376 | +Inf | 12-31-2023 | |
V-SQUARE QUANTITATIVE MANAGEMENT LLC | A | 1403 | $212,792 | 2,372 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CVA FAMILY OFFICE LLC | COM | 1404 | $212,825 | 2,360 | 0.00 | 2,360 | +Inf | 12-31-2023 |