Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONNECTUS WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -111 | -1.89 | 03-31-2024 |
AMI ASSET MANAGEMENT CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.06 | 76 | 1.35 | 12-31-2023 |
MOSER WEALTH ADVISORS LLC | COM | 1503 | $753,545 | 5,713 | 0.00 | 0.67 | -224 | -3.77 | 06-30-2023 |
AXQ CAPITAL LP | COM | Liquidated | $0 | 0 | 0.00 | 5,700 | +Inf | 12-31-2023 |