Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHECCHI CAPITAL ADVISERS LLC | COM | 751 | $225,347 | 1,351 | 0.00 | 0.00 | -19 | -1.39 | 03-31-2024 |
CVA FAMILY OFFICE LLC | COM | 752 | $200,111 | 1,350 | 0.00 | 1,350 | +Inf | 12-31-2023 | |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 753 | $222,979 | 1,337 | 0.00 | 1,337 | +Inf | 03-31-2024 | |
FIERA CAPITAL CORP | COM | 754 | $222,511 | 1,334 | 0.00 | 1,334 | +Inf | 03-31-2024 |