Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
POINT72 ASIA (SINGAPORE) PTE LTD | SHS | Liquidated | $0 | 0 | 0.00 | 10,580 | +Inf | 06-30-2024 | |
ACCREDITED INVESTORS INC | SHS | Liquidated | $831,029 | 10,558 | 0.00 | 0.00 | 10,558 | +Inf | 06-30-2024 |
FIRSTPURPOSE WEALTH LLC | SHS | 1703 | $824,112 | 10,517 | 0.00 | 0.00 | 989 | 10.38 | 09-30-2023 |
WINCH ADVISORY SERVICES LLC | COM | 1704 | $827,503 | 10,513 | 0.00 | 0.00 | 244 | 2.38 | 06-30-2024 |