Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPAL WEALTH ADVISORS LLC | COM | 251 | $119,614 | 1,771 | 0.00 | 1,771 | +Inf | 03-31-2024 | |
SG AMERICAS SECURITIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,058 | -38.04 | 03-31-2024 |
AMALGAMATED BANK | COM | 253 | $115,000 | 1,706 | 0.00 | 0.00 | 263 | 18.23 | 03-31-2024 |
LAZARD ASSET MANAGEMENT LLC | Common Stock | 254 | $121,000 | 1,697 | 0.00 | 0.00 | -7,048 | -80.59 | 12-31-2023 |