Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOISAND FITZGERALD TAMAYO LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ORION CAPITAL MANAGEMENT LLC | COM | 1302 | $1,578 | 20 | 0.00 | 20 | +Inf | 03-31-2024 | |
FRANK RIMERMAN ADVISORS LLC | COM | 1303 | $1,499 | 19 | 0.00 | 19 | +Inf | 03-31-2024 | |
ASPECT PARTNERS LLC | Stock | 1304 | $1,341 | 17 | 0.00 | 17 | +Inf | 03-31-2024 |