Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | COM | 1101 | $549,803 | 7,164 | 0.00 | 0.00 | 914 | 14.62 | 03-31-2024 |
FUND MANAGEMENT AT ENGINE NO 1 LLC | COM | 1102 | $499,628 | 7,158 | 0.00 | 0.00 | 928 | 14.90 | 06-30-2023 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1103 | $611,646 | 7,123 | 0.00 | 0.19 | 0 | 0.00 | 03-31-2024 |
ECHO STREET CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 7,063 | +Inf | 12-31-2023 |