Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVER WEALTH ADVISORS LLC | COM | 651 | $925,592 | 7,606 | 0.00 | 0.00 | -1,931 | -20.25 | 12-31-2023 |
WEALTHSPIRE ADVISORS LLC | COM | 652 | $993,018 | 7,524 | 0.00 | 0.00 | -540 | -6.70 | 03-31-2024 |
EMPIRICAL FINANCE LLC | COM | 653 | $991,302 | 7,511 | 0.00 | 0.00 | 314 | 4.36 | 03-31-2024 |
ENTROPY TECHNOLOGIES LP | COM | 654 | $990,378 | 7,504 | 0.00 | 7,504 | +Inf | 03-31-2024 |