Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 301 | $23,402,312 | 42,282 | 0.00 | 0.00 | 8,692 | 25.88 | 03-31-2024 |
TWO SIGMA INVESTMENTS LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 17,963 | 74.54 | 03-31-2024 |
RITHOLTZ WEALTH MANAGEMENT | COM | 303 | $8,664,001 | 41,544 | 0.00 | 0.00 | -349 | -0.83 | 03-31-2024 |
CLIO ASSET MANAGEMENT LLC | COM | 304 | $8,660,039 | 41,525 | 0.01 | 41,525 | +Inf | 03-31-2024 |