Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALAMAR CAPITAL MANAGEMENT LLC | COM | 2151 | $507,827 | 3,445 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OCCIDENTAL ASSET MANAGEMENT LLC | COM | 2152 | $621,608 | 3,444 | 0.00 | 0.00 | -336 | -8.89 | 03-31-2024 |
EVOKE WEALTH LLC | COM | 2153 | $506,815 | 3,438 | 0.00 | 0.00 | 513 | 17.54 | 12-31-2023 |
ASAHI LIFE ASSET MANAGEMENT CO LTD | COM | 2154 | $619,983 | 3,435 | 0.00 | 3,435 | +Inf | 03-31-2024 |