Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORUM FINANCIAL MANAGEMENT LP | COM | 551 | $211,057 | 2,414 | 0.00 | 2,414 | +Inf | 03-31-2024 | |
PORTSIDE WEALTH GROUP LLC | COM | 552 | $207,999 | 2,379 | 0.00 | 0.00 | -229 | -8.78 | 03-31-2024 |
MERIT FINANCIAL GROUP LLC | COM | 553 | $203,526 | 2,274 | 0.00 | 2,274 | +Inf | 03-31-2024 | |
PENSERRA CAPITAL MANAGEMENT LLC | COM | 554 | $181,000 | 2,268 | 0.00 | 0.00 | 940 | 70.78 | 12-31-2023 |