Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESSET ASSET MANAGEMENT LLC | COM | 351 | $202,056 | 2,435 | 0.00 | 2,435 | +Inf | 06-30-2023 | |
HENNION & WALSH ASSET MANAGEMENT INC | COM | 352 | $218,291 | 2,227 | 0.00 | 2,227 | +Inf | 03-31-2024 | |
AMALGAMATED BANK | COM | 353 | $209,000 | 2,137 | 0.00 | 0.00 | -3,147 | -59.56 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 354 | $115,000 | 2,107 | 0.02 | 2,107 | +Inf | 09-30-2022 |