Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STURGEON VENTURES LLP | CAP STK CL A | 2151 | $4,660,187 | 35,612 | 0.01 | 0.00 | 35,120 | 7138.21 | 09-30-2023 |
ABBOT FINANCIAL MANAGEMENT INC | CAP STK CL A | 2152 | $4,974,640 | 35,612 | 0.00 | 0.00 | 1,132 | 3.28 | 12-31-2023 |
LAIDLAW WEALTH MANAGEMENT LLC | CAP STK CL A | 2153 | $4,969,053 | 35,572 | 0.00 | 0.00 | 227 | 0.64 | 12-31-2023 |
WEALTH EFFECTS LLC | CAP STK CL A | 2154 | $5,364,354 | 35,542 | 0.00 | 0.00 | -528 | -1.46 | 03-31-2024 |