Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FI3 FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,799 | +Inf | 12-31-2023 | |
THRIVE CAPITAL MANAGEMENT LLC | COM | 3702 | $242,467 | 4,799 | 0.00 | 0.00 | 27 | 0.57 | 12-31-2023 |
WILKINSON GLOBAL ASSET MANAGEMENT LLC | COM | 3703 | $242,193 | 4,794 | 0.00 | 0.00 | -3,370 | -41.28 | 12-31-2023 |
VERUM PARTNERS LLC | COM | 3704 | $238,578 | 4,780 | 0.00 | 0.00 | 329 | 7.39 | 03-31-2024 |