Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M3 ADVISORY GROUP LLC | COM | 1851 | $336,846 | 2,062 | 0.00 | 0.00 | 92 | 4.67 | 03-31-2024 |
FORTUNE FINANCIAL ADVISORS LLC | COM | 1852 | $336,487 | 2,060 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AIGEN INVESTMENT MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -47,245 | -95.83 | 12-31-2023 |
CHOATE INVESTMENT ADVISORS | COM | 1854 | $246,548 | 2,052 | 0.00 | 2,052 | +Inf | 09-30-2023 |