Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MIZUHO SECURITIES CO LTD | CL A | 951 | $1,850,000 | 7,715 | 0.54 | 1.12 | -16,220 | -67.77 | 09-30-2021 |
SEQUOIA FINANCIAL ADVISORS LLC | CL A | 952 | $649,344 | 7,677 | 0.00 | 7,677 | +Inf | 03-31-2024 | |
SUNBELT SECURITIES INC | Stock | 953 | $647,375 | 7,654 | 0.00 | 0.00 | 1,032 | 15.58 | 03-31-2024 |
KEY CLIENT FIDUCIARY ADVISORS LLC | CL A | 954 | $645,261 | 7,629 | 0.00 | 0.00 | 113 | 1.50 | 03-31-2024 |