Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NAVELLIER & ASSOCIATES INC | COM | 1701 | $832,811 | 4,886 | 0.00 | 0.00 | 3,517 | 256.90 | 12-31-2023 |
VISTA INVESTMENT MANAGEMENT | COM | 1702 | $849,400 | 4,876 | 0.00 | 0.00 | 37 | 0.76 | 03-31-2024 |
QUENT CAPITAL LLC | Stock | 1703 | $849,273 | 4,875 | 0.00 | 0.00 | -28 | -0.57 | 03-31-2024 |
CPWM LLC | Equities | 1704 | $754,000 | 4,870 | 0.07 | 0.07 | -85 | -1.72 | 09-30-2022 |