Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 401 | $26,754 | 553 | 0.00 | 0.00 | 32 | 6.14 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 402 | $26,000 | 504 | 0.00 | 0.00 | 258 | 104.88 | 09-30-2021 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | COM | 403 | $18,290 | 500 | 0.00 | 0.00 | -7,500 | -93.75 | 03-31-2023 |
GAMMA INVESTING LLC | Common Stock | 404 | $23,851 | 493 | 0.00 | 0.00 | -137 | -21.75 | 03-31-2024 |