Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KATHMERE CAPITAL MANAGEMENT LLC | COM | 1201 | $312,169 | 712 | 0.00 | 0.00 | -6 | -0.84 | 03-31-2024 |
AIGEN INVESTMENT MANAGEMENT LP | COM | 1202 | $309,539 | 706 | 0.00 | 706 | +Inf | 03-31-2024 | |
SIGMA PLANNING CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -7 | -0.98 | 12-31-2023 |
PRIO WEALTH LIMITED PARTNERSHIP | COM | 1204 | $308,224 | 703 | 0.00 | 0.00 | 133 | 23.33 | 03-31-2024 |