Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNIQUE WEALTH STRATEGIES LLC | COM NEW | 1651 | $462,943 | 1,160 | 0.00 | 1,160 | +Inf | 03-31-2024 | |
LRI INVESTMENTS LLC | Stock | 1652 | $441,136 | 1,158 | 0.00 | 1,158 | +Inf | 03-31-2024 | |
FIRST MANHATTAN CO LLC | COM NEW | 1653 | $460,948 | 1,155 | 0.00 | 0.00 | 154 | 15.38 | 03-31-2024 |
INTERSECT CAPITAL LLC | COM NEW | 1654 | $232,000 | 1,154 | 0.07 | 0.05 | 295 | 34.34 | 06-30-2022 |