Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELL INVESTMENT ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 7 | 22.58 | 12-31-2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | Liquidated | $0 | 0 | 0.00 | 33 | +Inf | 12-31-2023 | |
HEXAGON CAPITAL PARTNERS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -16 | -33.33 | 12-31-2023 |
BESSEMER GROUP INC | SC | 354 | $4,000 | 30 | 0.00 | 0.00 | -5 | -14.29 | 03-31-2023 |