Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERGREEN PRIVATE WEALTH LLC | COM | 951 | $1,203,736 | 9,030 | 0.00 | 9,030 | +Inf | 12-31-2023 | |
GSA CAPITAL PARTNERS LLP | COM | 952 | $1,172,000 | 9,003 | 0.09 | 9,003 | +Inf | 03-31-2024 | |
SMITH SALLEY WEALTH MANAGEMENT | COM | 953 | $1,171,991 | 9,000 | 0.00 | 0.00 | -3,524 | -28.14 | 03-31-2024 |
LAKE STREET ADVISORS GROUP LLC | COM | 954 | $1,164,847 | 8,944 | 0.00 | 8,944 | +Inf | 03-31-2024 |