Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMERALD MUTUAL FUND ADVISERS TRUST | COM | 351 | $183,081 | 5,985 | 0.00 | 0.00 | 1,316 | 28.19 | 03-31-2024 |
NEWEDGE ADVISORS LLC | Common Stock | 352 | $177,095 | 5,789 | 0.00 | 0.00 | 592 | 11.39 | 03-31-2024 |
OSAIC HOLDINGS INC | COM CL A | 353 | $215,183 | 5,703 | 0.00 | 0.00 | -1,831 | -24.30 | 12-31-2023 |
CASTLEVIEW PARTNERS LLC | COM CL A | 354 | $213,439 | 5,657 | 0.00 | 0.00 | 509 | 9.89 | 12-31-2023 |