Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PORTSIDE WEALTH GROUP LLC | COM | 801 | $706,288 | 2,037 | 0.00 | 0.00 | 383 | 23.16 | 03-31-2024 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 802 | $925,159 | 2,021 | 0.00 | 0.00 | -490 | -19.51 | 12-31-2023 |
QTRON INVESTMENTS LLC | COM | 803 | $920,656 | 2,011 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MOLONEY SECURITIES ASSET MANAGEMENT LLC | COM | 804 | $920,411 | 2,010 | 0.00 | 0.00 | 35 | 1.77 | 12-31-2023 |