Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUMANKIND INVESTMENTS LLC | CL A | 901 | $255,936 | 2,632 | 0.00 | 0.00 | -268 | -9.24 | 03-31-2024 |
ATLAS CAPITAL ADVISORS LLC | Equity | 902 | $244,454 | 2,626 | 0.00 | 0.00 | -2,011 | -43.37 | 12-31-2023 |
GHP INVESTMENT ADVISORS INC | CL A | 903 | $191,200 | 2,626 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2023 |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 904 | $255,157 | 2,624 | 0.00 | 0.00 | -56 | -2.09 | 03-31-2024 |