Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AGF INVESTMENTS LLC | COM | 601 | $1,510,000 | 13,054 | 0.14 | 0.08 | 5,998 | 85.01 | 09-30-2022 |
AE WEALTH MANAGEMENT LLC | COM | 602 | $1,802,577 | 12,929 | 0.00 | 0.00 | 9,488 | 275.73 | 12-31-2023 |
CERITY PARTNERS LLC | Stock | 603 | $1,747,584 | 12,773 | 0.00 | 12,773 | +Inf | 12-31-2023 | |
BLUESHIFT ASSET MANAGEMENT LLC | COM | 604 | $1,720,933 | 12,579 | 0.00 | 12,579 | +Inf | 12-31-2023 |