Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMUNDI | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LAZARD ASSET MANAGEMENT LLC | Common Stock | 203 | $26,000 | 1,999 | 0.00 | 1,999 | +Inf | 12-31-2023 | |
TOWER RESEARCH CAPITAL LLC (TRC) | CL A | 204 | $16,794 | 1,915 | 0.00 | 0.00 | -2,944 | -60.59 | 03-31-2024 |