Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOWE & RUSLING INC | COM | 751 | $3,673,678 | 29,122 | 0.00 | 0.00 | -511 | -1.72 | 06-30-2023 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 752 | $3,831,504 | 28,843 | 0.00 | 0.00 | -2,677 | -8.49 | 12-31-2023 |
CLAYTON PARTNERS LLC | COM | 753 | $3,829,512 | 28,828 | 0.00 | 0.00 | -12 | -0.04 | 12-31-2023 |
EAGLECLAW CAPITAL MANAGMENT LLC | COM | 754 | $3,783,947 | 28,485 | 0.00 | 0.58 | 4,625 | 19.38 | 12-31-2023 |