Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MUFG SECURITIES EMEA PLC | COM | 1251 | $6,004 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 1252 | $5,458 | 20 | 0.00 | 0.00 | -15 | -42.86 | 03-31-2024 |
OSTERWEIS CAPITAL MANAGEMENT INC | COM | 1253 | $5,458 | 20 | 0.00 | 0.00 | 10 | 100.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 1254 | $5,186 | 19 | 0.00 | 0.00 | 2 | 11.76 | 03-31-2024 |