Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KAIZEN FINANCIAL STRATEGIES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -75 | -1.69 | 12-31-2023 |
TRIBUTARY CAPITAL MANAGEMENT LLC | COM | 552 | $262,483 | 4,340 | 0.00 | 0.00 | -150 | -3.34 | 03-31-2024 |
NORDEN GROUP LLC | COM | 553 | $258,856 | 4,280 | 0.00 | 4,280 | +Inf | 03-31-2024 | |
NISA INVESTMENT ADVISORS LLC | XXX | 554 | $286,408 | 4,250 | 0.00 | 0.00 | -5,468 | -56.27 | 12-31-2023 |