Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATTICUS WEALTH MANAGEMENT LLC | COM | 4201 | $628,562 | 3,138 | 0.00 | 0.00 | 698 | 28.61 | 03-31-2024 |
CIPHER CAPITAL LP | COM | 4202 | $408,782 | 3,137 | 0.00 | 3,137 | +Inf | 03-31-2023 | |
SUMMITRY LLC | COM | 4203 | $627,941 | 3,135 | 0.00 | 0.00 | 372 | 13.46 | 03-31-2024 |
LEVY WEALTH MANAGEMENT GROUP LLC | COM | 4204 | $532,967 | 3,133 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |