Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIDO ADVISORS LLC | COM | 451 | $500,716 | 1,576 | 0.00 | 1,576 | +Inf | 03-31-2024 | |
SAWGRASS ASSET MANAGEMENT LLC | COM | 452 | $500,393 | 1,575 | 0.00 | 0.00 | -1,045 | -39.89 | 03-31-2024 |
PROFICIO CAPITAL PARTNERS LLC | COM | 453 | $496,581 | 1,563 | 0.00 | 0.00 | -134 | -7.90 | 03-31-2024 |
KAIZEN FINANCIAL STRATEGIES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |