Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
POLYMER CAPITAL MANAGEMENT (HK) LTD | COM CL A | 751 | $561,288 | 7,800 | 0.00 | 7,800 | +Inf | 12-31-2023 | |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM CL A | 752 | $670,162 | 7,666 | 0.00 | 0.00 | 414 | 5.71 | 03-31-2024 |
STF MANAGEMENT LP | COM CL A | 753 | $549,630 | 7,638 | 0.00 | 0.00 | 432 | 6.00 | 12-31-2023 |
PETERSON WEALTH SERVICES | COM CL A | 754 | $665,528 | 7,613 | 0.00 | 7,613 | +Inf | 03-31-2024 |