Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONTE FINANCIAL GROUP LLC | Stock | 851 | $4,646,241 | 15,714 | 0.00 | 0.00 | -2,316 | -12.85 | 12-31-2023 |
MONUMENT CAPITAL MANAGEMENT | COM | 852 | $4,634,204 | 15,674 | 0.00 | 0.00 | -37 | -0.24 | 12-31-2023 |
PERMANENS CAPITAL LP | COM | 853 | $3,737,136 | 15,600 | 0.00 | 0.65 | -2,020 | -11.46 | 12-31-2022 |
INDEXIQ ADVISORS LLC | COM | 854 | $3,469,000 | 15,565 | 0.12 | 0.09 | 2,963 | 23.51 | 03-31-2022 |