Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKLAND TRUST CO | COM | 801 | $191,761 | 10,695 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORTITUDE ADVISORY GROUP LLC | COM | 802 | $191,170 | 10,662 | 0.00 | 0.00 | -920 | -7.94 | 03-31-2024 |
PATHSTONE FAMILY OFFICE LLC | COM | 803 | $242,363 | 10,570 | 0.00 | 0.00 | -408 | -3.72 | 06-30-2023 |
O'SHAUGHNESSY ASSET MANAGEMENT LLC | COM | 804 | $189,371 | 10,562 | 0.00 | 10,562 | +Inf | 03-31-2024 |