Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B&D WHITE CAPITAL COMPANY LLC | COM | Liquidated | $0 | 0 | 0.00 | 74,825 | +Inf | 03-31-2024 | |
AVANTAX ADVISORY SERVICES INC | COM | 452 | $3,724,581 | 74,224 | 0.00 | 0.00 | -35,803 | -32.54 | 03-31-2024 |
MARKETFIELD ASSET MANAGEMENT LLC | COM | 453 | $3,564,785 | 73,744 | 0.00 | 0.00 | 2,504 | 3.51 | 06-30-2023 |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 454 | $3,699,348 | 73,722 | 0.00 | 0.00 | -11,865 | -13.86 | 03-31-2024 |