Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW ENGLAND GUILD WEALTH ADVISORS INC | EQUITY | 801 | $258,000 | 1,055 | 0.14 | 0.13 | 0 | 0.00 | 12-31-2022 |
ALPINE GLOBAL MANAGEMENT LLC | SHS | Liquidated | $0 | 0 | 0.00 | 1,035 | +Inf | 03-31-2024 | |
ACT TWO INVESTORS LLC | SHS | 803 | $282,975 | 1,029 | 0.00 | 1,029 | +Inf | 03-31-2024 | |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 804 | $281,254 | 1,023 | 0.00 | 1,023 | +Inf | 03-31-2024 |