Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MACQUARIE GROUP LTD | COM | 601 | $470,946 | 23,063 | 0.00 | 0.00 | 6,552 | 39.68 | 12-31-2023 |
ATRIA WEALTH SOLUTIONS INC | COM | 602 | $464,047 | 22,725 | 0.00 | 0.00 | -7,880 | -25.75 | 12-31-2023 |
NORDEA INVESTMENT MANAGEMENT AB | COM | 603 | $512,298 | 22,633 | 0.00 | 0.00 | -1,092 | -4.60 | 03-31-2024 |
ANCORA ADVISORS LLC | COM | 604 | $348,658 | 22,307 | 0.00 | 0.00 | 500 | 2.29 | 09-30-2023 |