Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERDENCE CAPITAL ADVISORS LLC | COM | 951 | $319,410 | 3,301 | 0.00 | 0.00 | 16 | 0.49 | 03-31-2024 |
PATHSTONE FAMILY OFFICE LLC | COM | 952 | $467,421 | 3,273 | 0.00 | 0.00 | 832 | 34.08 | 06-30-2023 |
SYON CAPITAL LLC | Stock | 953 | $315,728 | 3,263 | 0.00 | 0.00 | -72 | -2.16 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 954 | $312,398 | 3,244 | 0.00 | 0.00 | -14 | -0.43 | 03-31-2024 |