Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STURGEON VENTURES LLP | COM | 1701 | $1,795,870 | 6,817 | 0.00 | 0.00 | 6,732 | 7920.00 | 09-30-2023 |
GENESEE CAPITAL ADVISORS LLC | COM | 1702 | $1,918,177 | 6,803 | 0.00 | 0.00 | -30 | -0.44 | 03-31-2024 |
MARCUM WEALTH LLC | COM | 1703 | $1,915,914 | 6,795 | 0.00 | 0.00 | -262 | -3.71 | 03-31-2024 |
STOLPER CO | COM | 1704 | $1,912,000 | 6,780 | 0.69 | 0.80 | 72 | 1.07 | 03-31-2024 |