Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STALEY CAPITAL ADVISERS INC | COM | 3351 | $1,123,858 | 4,027 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CEDAR BROOK FINANCIAL PARTNERS LLC | COM CL A | 3352 | $1,122,025 | 4,020 | 0.00 | 0.00 | -57 | -1.40 | 03-31-2024 |
HIGH FALLS ADVISORS INC | COM CL A | 3353 | $1,045,978 | 4,018 | 0.00 | 0.00 | -59 | -1.45 | 12-31-2023 |
ACCRETIVE WEALTH PARTNERS LLC | COM CL A | 3354 | $1,078,559 | 4,017 | 0.00 | 0.00 | 108 | 2.76 | 03-31-2024 |