Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELPOINTE ASSET MANAGEMENT LLC | COM | 501 | $332,348 | 9,780 | 0.00 | 0.00 | 163 | 1.69 | 03-31-2024 |
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM NEW | 502 | $331,849 | 9,766 | 0.00 | 0.00 | -13,745 | -58.46 | 03-31-2024 |
ATRIA WEALTH SOLUTIONS INC | COM NEW | 503 | $335,972 | 9,671 | 0.00 | 0.00 | -4,048 | -29.51 | 03-31-2024 |
AIGEN INVESTMENT MANAGEMENT LP | COM NEW | 504 | $326,922 | 9,621 | 0.00 | 0.00 | -41,477 | -81.17 | 03-31-2024 |