Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORIENT PRIVATE WEALTH LLC | COM | 251 | $11,927,183 | 57,191 | 0.00 | 0.00 | 2,527 | 4.62 | 03-31-2024 |
EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM | 252 | $9,418,755 | 56,420 | 0.00 | 0.00 | 10,263 | 22.23 | 12-31-2023 |
DEKABANK DEUTSCHE GIROZENTRALE | COM | 253 | $11,676,000 | 56,051 | 0.02 | 0.02 | -2,302 | -3.94 | 03-31-2024 |
HUDSON VALUE PARTNERS LLC | Stock | 254 | $11,606,642 | 55,654 | 0.00 | 0.00 | 19 | 0.03 | 03-31-2024 |