Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPPENHEIMER & CO INC | COM | 601 | $806,310 | 11,522 | 0.00 | 0.00 | 5,133 | 80.34 | 12-31-2023 |
SPIRE WEALTH MANAGEMENT | COM | 602 | $921,337 | 11,487 | 0.00 | 0.00 | 1,591 | 16.08 | 03-31-2024 |
ONE CHARLES PRIVATE WEALTH SERVICES LLC | COM | 603 | $802,951 | 11,474 | 0.00 | 0.00 | 764 | 7.13 | 12-31-2023 |
O'SHAUGHNESSY ASSET MANAGEMENT LLC | COM | 604 | $800,431 | 11,438 | 0.00 | 0.00 | 3,662 | 47.09 | 12-31-2023 |