Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST BRANCH CAPITAL LLC | COM | 2751 | $174,976 | 934 | 0.00 | 0.00 | 50 | 5.66 | 12-31-2023 |
NARUS FINANCIAL PARTNERS LLC | COM | 2752 | $212,662 | 934 | 0.00 | 934 | +Inf | 03-31-2024 | |
APELLA CAPITAL LLC | COM | 2753 | $204,381 | 930 | 0.00 | 930 | +Inf | 03-31-2024 | |
CAP PARTNERS LLC | COM | 2754 | $211,120 | 927 | 0.00 | 927 | +Inf | 03-31-2024 |