Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VESTMARK ADVISORY SOLUTIONS INC | CL C | 851 | $361,386 | 4,724 | 0.00 | 4,724 | +Inf | 12-31-2023 | |
BRIGHTON JONES LLC | CL C | 852 | $359,019 | 4,693 | 0.00 | 0.00 | 522 | 12.51 | 12-31-2023 |
WAKEFIELD ASSET MANAGEMENT LLLP | CL C | 853 | $530,041 | 4,645 | 0.00 | 0.00 | -1,116 | -19.37 | 03-31-2024 |
HUMANKIND INVESTMENTS LLC | CL C | 854 | $529,242 | 4,638 | 0.00 | 0.00 | -260 | -5.31 | 03-31-2024 |