Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FMFE WEALTH MANAGEMENT LLC | COM | 51 | $571,330 | 13,678 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DIVERSIFIED TRUST CO | COM | 52 | $555,833 | 13,307 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BANK OF MONTREAL /CAN/ | COM | 53 | $627,714 | 12,342 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLOUGH CAPITAL PARTNERS L P | COM | 54 | $449,463 | 11,900 | 0.00 | 11,900 | +Inf | 12-31-2023 |