Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RATIONAL ADVISORS LLC | COM | 1601 | $7,851 | 90 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
HOBBS GROUP ADVISORS LLC | COM NON VTG | 1602 | $6,158 | 90 | 0.00 | 90 | +Inf | 12-31-2023 | |
FINTRUST CAPITAL ADVISORS LLC | COM NON VTG | 1603 | $6,914 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JANICZEK WEALTH MANAGEMENT LLC | COM NON VTG | 1604 | $6,913 | 90 | 0.00 | 0.00 | -44 | -32.84 | 03-31-2024 |