Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEO IVY CAPITAL MANAGEMENT | Stock | 2601 | $85,000 | 1,452 | 0.09 | 1,452 | +Inf | 03-31-2021 | |
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 2602 | $100,685 | 1,438 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 2603 | $98,498 | 1,407 | 0.00 | 0.00 | 41 | 3.00 | 03-31-2024 |
NEWFOUND RESEARCH LLC | CL A | 2604 | $77,000 | 1,402 | 0.19 | 0.18 | 36 | 2.64 | 09-30-2022 |