Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA INVESTMENT ADVISERS | COM | 301 | $422,525 | 4,191 | 0.00 | 0.00 | -2,317 | -35.60 | 12-31-2023 |
BANK PICTET & CIE (EUROPE) AG | COM | 302 | $415,782 | 4,124 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SAMALIN INVESTMENT COUNSEL LLC | COM | 303 | $302,932 | 4,004 | 0.00 | 0.00 | 21 | 0.53 | 09-30-2023 |
DONOGHUE FORLINES LLC | COM | 304 | $401,163 | 3,979 | 0.00 | 0.00 | 646 | 19.38 | 12-31-2023 |