Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MANHATTAN WEST ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 565 | +Inf | 03-31-2024 | |
FIVE OCEANS ADVISORS | COM | 1752 | $236,176 | 565 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DAYMARK WEALTH PARTNERS LLC | COM | 1753 | $235,340 | 563 | 0.00 | 563 | +Inf | 03-31-2024 | |
LIFEPRO ASSET MANAGEMENT | COM | 1754 | $235,340 | 563 | 0.00 | 563 | +Inf | 03-31-2024 |