Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RISE ADVISORS LLC | 0 | 4501 | $145,943 | 996 | 0.00 | 0.00 | 168 | 20.29 | 12-31-2023 |
CENTERPOINT ADVISORS LLC | COM | 4502 | $160,000 | 988 | 0.06 | 0.06 | 0 | 0.00 | 03-31-2024 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FIRST PACIFIC FINANCIAL | COM | 4504 | $155,760 | 960 | 0.00 | 0.00 | 108 | 12.68 | 03-31-2024 |