Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVER STREET ADVISORS LLC | COM | 1851 | $1,263,825 | 7,465 | 0.00 | 0.00 | 569 | 8.25 | 03-31-2024 |
CONTINUUM ADVISORY LLC | COM | 1852 | $1,079,974 | 7,463 | 0.00 | 0.00 | -1,622 | -17.85 | 12-31-2023 |
ADAMS CHETWOOD WEALTH MANAGEMENT LLC | COM | 1853 | $1,362,000 | 7,449 | 0.93 | 0.69 | 19 | 0.26 | 12-31-2021 |
HIMENSION CAPITAL (SINGAPORE) PTE LTD | COM | 1854 | $819,956 | 7,383 | 0.00 | 7,383 | +Inf | 09-30-2023 |