Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ETF MANAGERS GROUP LLC | Common Stock | 801 | $660,741 | 4,335 | 0.00 | 0.02 | 171 | 4.11 | 12-31-2022 |
XTX TOPCO LTD | COM | 802 | $571,649 | 4,331 | 0.00 | 0.00 | 310 | 7.71 | 12-31-2023 |
EVERCORE WEALTH MANAGEMENT LLC | COM | 803 | $570,593 | 4,323 | 0.00 | 0.00 | 23 | 0.53 | 12-31-2023 |
BOSTON PRIVATE WEALTH LLC | COM | 804 | $814,000 | 4,309 | 0.01 | 0.01 | -291 | -6.33 | 12-31-2021 |