Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NOMURA HOLDINGS INC | COM | 651 | $350,644 | 3,603 | 0.00 | 3,603 | +Inf | 06-30-2023 | |
BIP WEALTH LLC | COM | 652 | $447,012 | 3,600 | 0.00 | 0.00 | -103 | -2.78 | 03-31-2024 |
MUTUAL ADVISORS LLC | COM | 653 | $441,320 | 3,554 | 0.00 | 0.00 | -11 | -0.31 | 03-31-2024 |
CURBSTONE FINANCIAL MANAGEMENT CORP | COM | 654 | $440,803 | 3,550 | 0.00 | 3,550 | +Inf | 03-31-2024 |