Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTIS CAPITAL ADVISORS LLC | COM | 451 | $1,405,236 | 7,295 | 0.00 | 7,295 | +Inf | 03-31-2024 | |
BELPOINTE ASSET MANAGEMENT LLC | COM | 452 | $1,405,236 | 7,295 | 0.00 | 7,295 | +Inf | 03-31-2024 | |
DIVERSIFIED TRUST CO | COM | 453 | $1,353,803 | 7,028 | 0.00 | 0.00 | -3,047 | -30.24 | 03-31-2024 |
AQUILA INVESTMENT MANAGEMENT LLC | COM | 454 | $1,348,410 | 7,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |