Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AIGEN INVESTMENT MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.00 | 8,748 | +Inf | 06-30-2024 | |
MADISON WEALTH MANAGEMENT | COM | 1052 | $1,436,667 | 8,736 | 0.00 | 0.00 | 178 | 2.08 | 09-30-2023 |
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | COM | 1053 | $1,694,994 | 8,720 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
WEAVER CAPITAL MANAGEMENT LLC | COM | 1054 | $1,684,900 | 8,668 | 0.00 | 0.00 | 1,646 | 23.44 | 06-30-2024 |