Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHMIDT P J INVESTMENT MANAGEMENT INC | COM | 851 | $408,368 | 2,233 | 0.00 | 0.00 | 44 | 2.01 | 03-31-2024 |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 852 | $408,234 | 2,232 | 0.00 | 0.00 | -29 | -1.28 | 03-31-2024 |
Y-INTERCEPT (HONG KONG) LTD | COM | Liquidated | $0 | 0 | 0.00 | 2,214 | +Inf | 12-31-2023 | |
ALPS ADVISORS INC | COM | 854 | $324,629 | 2,197 | 0.00 | 0.00 | -145 | -6.19 | 09-30-2023 |