Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVEO CAPITAL PARTNERS LLC | COM | 2701 | $4,369,443 | 4,921 | 0.00 | 0.00 | 2,570 | 109.32 | 03-31-2024 |
COURT PLACE ADVISORS LLC | COM | 2702 | $4,442,805 | 4,917 | 0.00 | 0.00 | -1,065 | -17.80 | 03-31-2024 |
AXS INVESTMENTS LLC | COMMON | 2703 | $4,437,383 | 4,911 | 0.00 | 0.00 | -4,133 | -45.70 | 03-31-2024 |
TITUS WEALTH MANAGEMENT | COM | 2704 | $744,000 | 4,910 | 0.37 | 0.46 | 1,173 | 31.39 | 06-30-2022 |