Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROSPERA FINANCIAL SERVICES INC | COM NEW | 951 | $1,768,778 | 5,243 | 0.00 | 0.00 | -342 | -6.12 | 12-31-2023 |
WHITENER CAPITAL MANAGEMENT INC | COM NEW | 952 | $1,760,682 | 5,219 | 0.00 | 0.00 | -50 | -0.95 | 12-31-2023 |
F/M INVESTMENTS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -123 | -2.31 | 12-31-2023 |
SUVRETTA CAPITAL MANAGEMENT LLC | COM NEW | 954 | $2,075,268 | 5,200 | 0.00 | 0.00 | 2,130 | 69.38 | 03-31-2024 |