Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEO IVY CAPITAL MANAGEMENT | Stock | 801 | $169,000 | 2,100 | 0.19 | 2,100 | +Inf | 03-31-2021 | |
BELPOINTE ASSET MANAGEMENT LLC | COM | 802 | $310,866 | 2,093 | 0.00 | 0.00 | -45 | -2.10 | 03-31-2024 |
SANDY SPRING BANK | CL A | 803 | $308,070 | 2,075 | 0.00 | 0.00 | 956 | 85.43 | 03-31-2024 |
ACADIAN ASSET MANAGEMENT LLC | CL A | 804 | $189,000 | 2,066 | 0.00 | 0.00 | -6,156 | -74.87 | 03-31-2023 |