Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 651 | $910,439 | 1,910 | 0.00 | 0.00 | -257 | -11.86 | 03-31-2024 |
ARKADIOS WEALTH ADVISORS | Stock | 652 | $910,197 | 1,909 | 0.00 | 0.00 | 341 | 21.75 | 03-31-2024 |
IMPAX ASSET MANAGEMENT GROUP PLC | Common Stock | 653 | $908,056 | 1,905 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAAS CAPITAL MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.00 | 1,900 | +Inf | 03-31-2024 |