Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZEKE CAPITAL ADVISORS LLC | REIT | 1401 | $207,000 | 3,565 | 0.02 | 3,565 | +Inf | 09-30-2022 | |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 1402 | $192,596 | 3,560 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
THRIVE CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,556 | +Inf | 12-31-2023 | |
JANICZEK WEALTH MANAGEMENT LLC | COM | 1404 | $192,069 | 3,546 | 0.00 | 0.00 | 1,429 | 67.50 | 03-31-2024 |