Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL LLC | Stock | 901 | $187,732 | 948 | 0.00 | 0.00 | 502 | 112.56 | 03-31-2024 |
SHELTON CAPITAL MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 946 | +Inf | 12-31-2023 | |
ADVISOR OS LLC | COM | 903 | $206,727 | 944 | 0.00 | 0.33 | -5,274 | -84.82 | 03-31-2023 |
COUNTERPOINT MUTUAL FUNDS LLC | COM | Liquidated | $0 | 0 | 0.00 | 908 | +Inf | 12-31-2023 |