Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BISHOP ROCK CAPITAL LP | COM | 251 | $469,044 | 5,855 | 0.00 | 5,855 | +Inf | 06-30-2023 | |
YARBROUGH CAPITAL LLC | COM | 252 | $529,959 | 5,790 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM | 253 | $484,260 | 5,763 | 0.00 | 0.00 | -44 | -0.76 | 12-31-2023 |
TACITA CAPITAL INC | COM | 254 | $513,984 | 5,615 | 0.00 | 0.00 | 195 | 3.60 | 03-31-2024 |