Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRITERION CAPITAL ADVISORS LLC | COM | 3701 | $6,149 | 25 | 0.00 | 25 | +Inf | 03-31-2024 | |
RED TORTOISE LLC | Stock | Liquidated | $5,902 | 24 | 0.00 | 0.00 | 24 | +Inf | 03-31-2024 |
CSAT INVESTMENT ADVISORY LP | COM | 3703 | $5,000 | 24 | 0.00 | 24 | +Inf | 03-31-2021 | |
CLEAR INVESTMENT RESEARCH LLC | COM | Liquidated | $0 | 0 | 0.00 | 23 | +Inf | 03-31-2024 |