Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUDSON PORTFOLIO MANAGEMENT LLC | COM | 51 | $234,149 | 12,802 | 0.00 | 0.00 | -1,243 | -8.85 | 12-31-2023 |
FOCUS FINANCIAL NETWORK INC /ADV | COM | 52 | $237,710 | 12,621 | 0.00 | 12,621 | +Inf | 12-31-2023 | |
SUNESIS ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWEDGE ADVISORS LLC | COM | 54 | $244,612 | 11,950 | 0.00 | 0.00 | -218 | -1.79 | 03-31-2024 |