Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STIFEL FINANCIAL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -24,836 | -80.55 | 12-31-2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | COM | 252 | $338,254 | 5,896 | 0.00 | 0.00 | -7,658 | -56.50 | 03-31-2024 |
CREATIVE PLANNING | COM | 253 | $335,221 | 5,826 | 0.00 | 5,826 | +Inf | 12-31-2023 | |
TWO SIGMA ADVISERS LP | COM | 254 | $332,746 | 5,800 | 0.00 | 5,800 | +Inf | 03-31-2024 |