Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | COM | 1251 | $2,830 | 42 | 0.00 | 0.00 | 3 | 7.69 | 03-31-2024 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 1252 | $2,762 | 41 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LOGAN CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ORION CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 39 | +Inf | 03-31-2024 |