Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIDO ADVISORS LLC | COM | 301 | $233,425 | 14,644 | 0.00 | 0.00 | 3,433 | 30.62 | 03-31-2024 |
GALLACHER CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,076 | -17.44 | 03-31-2024 |
WESTOVER CAPITAL ADVISORS LLC | COM | 303 | $223,861 | 14,452 | 0.00 | 0.00 | -18 | -0.12 | 06-30-2024 |
STRATEGIC ADVOCATES LLC | Stock | 304 | $219,060 | 14,142 | 0.00 | 0.00 | 864 | 6.51 | 06-30-2024 |