Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KBC GROUP NV | SHS | 451 | $151,000 | 797 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COVESTOR LTD | COMMON | 452 | $129,000 | 683 | 0.08 | 0.11 | -168 | -19.74 | 03-31-2024 |
ATLAS CAPITAL ADVISORS LLC | Equity | 453 | $112,485 | 591 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SIGNATUREFD LLC | SHS | 454 | $107,552 | 569 | 0.00 | 0.00 | 66 | 13.12 | 03-31-2024 |