Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OSSIAM | COM | 451 | $425,783 | 4,955 | 0.00 | 4,955 | +Inf | 09-30-2023 | |
VALUES FIRST ADVISORS INC | COM | 452 | $376,067 | 4,807 | 0.00 | 0.00 | 546 | 12.81 | 03-31-2024 |
ALLIANCE WEALTH ADVISORS LLC /UT | COM | 453 | $412,034 | 4,795 | 0.00 | 4,795 | +Inf | 09-30-2023 | |
HARVEST FUND MANAGEMENT CO LTD | COM | 454 | $456,000 | 4,744 | 0.09 | 0.09 | -741 | -13.51 | 06-30-2023 |