Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEUBERGER BERMAN GROUP LLC | Common | 401 | $1,563,649 | 4,465 | 0.00 | 0.00 | -3,331 | -42.73 | 03-31-2024 |
DA DAVIDSON & CO | COM | 402 | $1,540,530 | 4,399 | 0.00 | 0.00 | -95 | -2.11 | 03-31-2024 |
HANLON INVESTMENT MANAGEMENT INC | COM | 403 | $1,515,336 | 4,327 | 0.00 | 0.00 | -367 | -7.82 | 03-31-2024 |
CURATED WEALTH PARTNERS LLC | COM | 404 | $1,498,157 | 4,278 | 0.00 | 0.00 | -895 | -17.30 | 03-31-2024 |