Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPIRICAL ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 318 | +Inf | 03-31-2024 | |
PEGASUS PARTNERS LTD | COM | 2152 | $242,444 | 318 | 0.00 | 0.00 | -25 | -7.29 | 03-31-2024 |
ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | COM | 2153 | $241,681 | 317 | 0.00 | 0.00 | 32 | 11.23 | 03-31-2024 |
LARSON FINANCIAL GROUP LLC | COM | 2154 | $221,131 | 313 | 0.00 | 0.00 | -34 | -9.80 | 12-31-2023 |