Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | COM | 951 | $647,930 | 3,780 | 0.00 | 0.02 | 2,453 | 184.85 | 03-31-2023 |
CLEARSTEAD ADVISORS LLC | COM | 952 | $813,185 | 3,755 | 0.00 | 0.00 | 877 | 30.47 | 03-31-2024 |
HIGH NOTE WEALTH LLC | COM | 953 | $715,099 | 3,754 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AMG NATIONAL TRUST BANK | COM | 954 | $856,351 | 3,721 | 0.00 | 0.00 | 1,000 | 36.75 | 03-31-2024 |