Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERPARK ADVISORS LLC | COM CL A | 351 | $31,703 | 183 | 0.00 | 0.00 | 50 | 37.59 | 12-31-2023 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 352 | $28,585 | 165 | 0.00 | 0.00 | -21 | -11.29 | 12-31-2023 |
SIGNATUREFD LLC | COM CL A | 353 | $28,856 | 158 | 0.00 | 0.00 | 1 | 0.64 | 09-30-2023 |
COVESTOR LTD | COMMON | 354 | $26,000 | 142 | 0.02 | 0.04 | -146 | -50.69 | 09-30-2023 |