Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLAS CAPITAL ADVISORS LLC | Equity | 551 | $38,309 | 554 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LAZARD ASSET MANAGEMENT LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 544 | +Inf | 12-31-2023 | |
SIGNATUREFD LLC | COM | 553 | $40,530 | 543 | 0.00 | 0.00 | 174 | 47.15 | 03-31-2024 |
GAMMA INVESTING LLC | Common Stock | 554 | $39,932 | 535 | 0.00 | 0.00 | 136 | 34.09 | 03-31-2024 |