Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONDRIAN INVESTMENT PARTNERS LTD | COM | 251 | $153,027 | 36,522 | 0.00 | 0.00 | 966 | 2.72 | 12-31-2023 |
COLONIAL RIVER WEALTH MANAGEMENT LLC | COM | 252 | $110,616 | 35,005 | 0.00 | 0.00 | 3,300 | 10.41 | 12-31-2023 |
PATHSTONE HOLDINGS LLC | COM | 253 | $110,678 | 35,001 | 0.00 | 35,001 | +Inf | 12-31-2023 | |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 254 | $109,319 | 34,595 | 0.00 | 0.00 | 28,449 | 462.89 | 12-31-2023 |