Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNIQUE WEALTH STRATEGIES LLC | COM | 2401 | $530,229 | 873 | 0.00 | 873 | +Inf | 03-31-2024 | |
EMERALD ADVISERS LLC | COM | 2402 | $425,046 | 873 | 0.00 | 873 | +Inf | 12-31-2023 | |
HOWLAND CAPITAL MANAGEMENT LLC | COM | 2403 | $424,560 | 872 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AVITY INVESTMENT MANAGEMENT INC | COM | 2404 | $529,592 | 872 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |