Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | COM | 301 | $13,597,000 | 83,246 | 0.05 | 0.05 | 266 | 0.32 | 03-31-2024 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 302 | $10,962,492 | 82,338 | 0.00 | 0.00 | 2,992 | 3.77 | 12-31-2023 |
HIKARI TSUSHIN INC | COMMON | 303 | $7,024,000 | 81,844 | 0.86 | 0.90 | 0 | 0.00 | 06-30-2021 |
NEWEDGE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 242 | 0.30 | 12-31-2023 |