Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KCM INVESTMENT ADVISORS LLC | COM | 1051 | $463,184 | 7,127 | 0.00 | 0.00 | -340 | -4.55 | 03-31-2024 |
CORECAP ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.03 | 958 | 15.68 | 06-30-2023 |
CAPITAL INVESTMENT ADVISORS LLC | COM | 1053 | $458,575 | 7,056 | 0.00 | 0.00 | 815 | 13.06 | 03-31-2024 |
KERRISDALE ADVISERS LLC | COM | 1054 | $420,956 | 7,050 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |