Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT CENTURY GROWTH INVESTORS LLC | COM | 1051 | $4,497,810 | 24,920 | 0.00 | 0.00 | -3,191 | -11.35 | 03-31-2024 |
RWQ FINANCIAL MANAGEMENT SERVICES INC | COM | 1052 | $4,486,981 | 24,860 | 0.00 | 0.00 | 23,335 | 1530.16 | 03-31-2024 |
MERIDIAN WEALTH ADVISORS LLC | COM | 1053 | $4,482,109 | 24,833 | 0.00 | 0.00 | 882 | 3.68 | 03-31-2024 |
AXXCESS WEALTH MANAGEMENT LLC | COM | 1054 | $4,477,596 | 24,808 | 0.00 | 0.00 | -37 | -0.15 | 03-31-2024 |