Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREAT DIAMOND PARTNERS LLC | COM | 851 | $875,247 | 5,029 | 0.00 | 0.00 | -5,190 | -50.79 | 12-31-2023 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 852 | $874,370 | 5,024 | 0.00 | 0.00 | -7,976 | -61.35 | 12-31-2023 |
FRACTAL INVESTMENTS LLC | COM | 853 | $874,203 | 5,023 | 0.00 | 0.00 | -10,679 | -68.01 | 12-31-2023 |
BLEAKLEY FINANCIAL GROUP LLC | COM | 854 | $872,882 | 5,015 | 0.00 | 0.00 | 214 | 4.46 | 12-31-2023 |