Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUEBLOOD WEALTH MANAGEMENT LLC | CAP STK CL C | 3851 | $627,007 | 4,118 | 0.00 | 0.00 | -574 | -12.23 | 03-31-2024 |
DRIEHAUS CAPITAL MANAGEMENT LLC | COM | 3852 | $497,792 | 4,115 | 0.00 | 0.00 | -132 | -3.11 | 06-30-2023 |
STEWARD FINANCIAL GROUP LLC | CAP STK CL C | 3853 | $426,000 | 4,105 | 0.14 | 0.19 | -138 | -3.25 | 03-31-2023 |
PITTI GROUP WEALTH MANAGEMENT LLC | CAP STK CL C | 3854 | $578,236 | 4,103 | 0.00 | 0.00 | 155 | 3.93 | 06-30-2024 |