Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWEDGE ADVISORS LLC | COM | Liquidated | $315,605 | 4,267 | 0.00 | 0.00 | 4,267 | +Inf | 03-31-2024 |
MBM WEALTH CONSULTANTS LLC | COM | 602 | $315,014 | 4,221 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TECTONIC ADVISORS LLC | COM | 603 | $308,573 | 4,172 | 0.00 | 0.00 | 636 | 17.99 | 03-31-2024 |
ACROPOLIS INVESTMENT MANAGEMENT LLC | COM | 604 | $308,128 | 4,166 | 0.00 | 0.00 | -1,319 | -24.05 | 03-31-2024 |