Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | CL A | 851 | $2,861 | 49 | 0.00 | 49 | +Inf | 12-31-2023 | |
SJS INVESTMENT CONSULTING INC | CL A | 852 | $2,696 | 49 | 0.00 | 0.00 | -2 | -3.92 | 03-31-2024 |
CAPITAL ADVISORS LTD LLC | CL A | 853 | $3,000 | 46 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 854 | $2,316 | 42 | 0.00 | 0.00 | 1 | 2.44 | 03-31-2024 |