Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN TRUST INVESTMENT ADVISORS LLC | COM | 651 | $421,170 | 2,525 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EMERALD ADVISERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -51 | -2.01 | 12-31-2023 |
TEAM HEWINS LLC | COM | 653 | $407,445 | 2,434 | 0.00 | 0.00 | 28 | 1.16 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 654 | $405,520 | 2,431 | 0.00 | 0.00 | -109 | -4.29 | 03-31-2024 |