Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEEL POINT LLC | COM | 1651 | $1,438,248 | 7,969 | 0.00 | 0.00 | 861 | 12.11 | 03-31-2024 |
CARDIFF PARK ADVISORS LLC | COM | 1652 | $1,436,339 | 7,958 | 0.00 | 0.00 | 26 | 0.33 | 03-31-2024 |
DESTINATION WEALTH MANAGEMENT | COM | 1653 | $817,111 | 7,947 | 0.00 | 0.00 | 475 | 6.36 | 09-30-2023 |
CIPHER CAPITAL LP | COM | 1654 | $776,337 | 7,921 | 0.00 | 0.00 | -29,793 | -79.00 | 03-31-2023 |