Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERENNIAL INVESTMENT ADVISORS LLC | COM NEW | 1951 | $384,792 | 6,085 | 0.00 | 0.00 | 524 | 9.42 | 03-31-2024 |
MIRADOR CAPITAL PARTNERS LP | COM NEW | 1952 | $312,666 | 6,078 | 0.00 | 0.00 | 228 | 3.90 | 12-31-2023 |
WATERLOO CAPITAL LP | COM | 1953 | $311,564 | 6,057 | 0.00 | 6,057 | +Inf | 12-31-2023 | |
WEALTH ALLIANCE | COM NEW | 1954 | $382,150 | 6,043 | 0.00 | 0.00 | -233 | -3.71 | 03-31-2024 |