Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITH ASSET MANAGEMENT GROUP LP | Common Stock - Long | 2151 | $10,000 | 92 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 92 | +Inf | 12-31-2023 | |
PRIVATE OCEAN LLC | COM | 2153 | $11,298 | 92 | 0.00 | 0.00 | 18 | 24.32 | 03-31-2024 |
SOLSTEIN CAPITAL LLC | COM | 2154 | $10,495 | 91 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |