Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
METIS GLOBAL PARTNERS LLC | COM | 801 | $2,691,661 | 16,491 | 0.00 | 0.00 | -271 | -1.62 | 03-31-2024 |
MOUNT YALE INVESTMENT ADVISORS LLC | COM | 802 | $2,309,284 | 16,489 | 0.00 | 0.00 | 953 | 6.13 | 09-30-2023 |
BLAIR WILLIAM & CO/IL | COM | 803 | $2,683,640 | 16,442 | 0.00 | 0.00 | -1,132 | -6.44 | 03-31-2024 |
SAGEVIEW ADVISORY GROUP LLC | COM | 804 | $2,647,308 | 16,372 | 0.00 | 16,372 | +Inf | 12-31-2023 |