Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
METIS GLOBAL PARTNERS LLC | CL A | 701 | $428,661 | 7,010 | 0.00 | 0.00 | 985 | 16.35 | 03-31-2024 |
LYELL WEALTH MANAGEMENT LP | Stock | 702 | $424,136 | 6,936 | 0.00 | 0.00 | 280 | 4.21 | 03-31-2024 |
CLAY NORTHAM WEALTH MANAGEMENT LLC | CL A | 703 | $424,136 | 6,936 | 0.00 | 0.00 | -65 | -0.93 | 03-31-2024 |
ADVISORY RESEARCH INC | COM | Liquidated | $0 | 0 | 0.00 | 6,771 | +Inf | 03-31-2024 |