Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVANSON ASSET MANAGEMENT LLC | COM | 2451 | $462,062 | 795 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASAHI LIFE ASSET MANAGEMENT CO LTD | COM | 2452 | $462,062 | 795 | 0.00 | 795 | +Inf | 03-31-2024 | |
PARTNERS CAPITAL INVESTMENT GROUP LLP | COM | 2453 | $414,270 | 794 | 0.00 | 794 | +Inf | 06-30-2023 | |
ARETE WEALTH ADVISORS LLC | COM | 2454 | $421,606 | 794 | 0.00 | 0.00 | 175 | 28.27 | 12-31-2023 |