Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOUNDATIONS INVESTMENT ADVISORS LLC | COM | 701 | $67,066 | 11,563 | 0.00 | 0.00 | -2,713 | -19.00 | 03-31-2024 |
FOCUS FINANCIAL NETWORK INC /ADV | COM | 702 | $51,141 | 11,466 | 0.00 | 11,466 | +Inf | 12-31-2023 | |
ECHO STREET CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -20,643 | -64.37 | 12-31-2023 |
MQS MANAGEMENT LLC | COM | 704 | $50,911 | 11,415 | 0.00 | 11,415 | +Inf | 12-31-2023 |