Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUME CAPITAL MANAGEMENT INC | COM | 2701 | $7,927 | 597 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ULLAND INVESTMENT ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
COLUMN CAPITAL ADVISORS LLC | Stock | 2703 | $7,104 | 572 | 0.00 | 0.00 | -1,928 | -77.12 | 09-30-2023 |
DIVIDEND ASSETS CAPITAL LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.18 | 03-31-2024 |