Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAVERLY ADVISORS LLC | COM | 1701 | $342,873 | 987 | 0.00 | 987 | +Inf | 03-31-2024 | |
SIMON QUICK ADVISORS LLC | COM | 1702 | $341,774 | 984 | 0.00 | 0.00 | 136 | 16.04 | 03-31-2024 |
USA FINANCIAL FORMULAS | COM | 1703 | $339,689 | 978 | 0.00 | 0.00 | -301 | -23.53 | 03-31-2024 |
NAPLES GLOBAL ADVISORS LLC | COM | 1704 | $339,342 | 977 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |