Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ELLEVEST INC | COM | 1401 | $469,448 | 2,905 | 0.00 | 0.00 | 82 | 2.90 | 03-31-2024 |
BECKER CAPITAL MANAGEMENT INC | COM | 1402 | $449,530 | 2,903 | 0.00 | 0.00 | -513 | -15.02 | 12-31-2023 |
SPIDERROCK ADVISORS LLC | Ordinary Shares | 1403 | $261,000 | 2,900 | 0.02 | 2,900 | +Inf | 12-31-2023 | |
AVIANCE CAPITAL PARTNERS LLC | COM | 1404 | $448,910 | 2,899 | 0.00 | 0.00 | -5 | -0.17 | 12-31-2023 |