Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 451 | $133,233 | 239 | 0.00 | 239 | +Inf | 12-31-2023 | |
SRS CAPITAL ADVISORS INC | COM | 452 | $94,791 | 224 | 0.00 | 0.00 | 34 | 17.89 | 03-31-2024 |
GOTHAM ASSET MANAGEMENT LLC | COM | 453 | $282,000 | 219 | 0.01 | 219 | +Inf | 06-30-2022 | |
ICON WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.02 | 198 | +Inf | 12-31-2023 |