Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | CL A | 3401 | $388,145 | 806 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARDINAL STRATEGIC WEALTH GUIDANCE | CL A | 3402 | $387,664 | 805 | 0.00 | 0.00 | -259 | -24.34 | 03-31-2024 |
JANNEY CAPITAL MANAGEMENT LLC | Common Stock | 3403 | $387,000 | 803 | 0.03 | 0.02 | 0 | 0.00 | 03-31-2024 |
LONG PATH PARTNERS LP | CL A | 3404 | $315,820 | 803 | 0.00 | 803 | +Inf | 06-30-2023 |