Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KULA INVESTMENTS LLC | ORD SHS | 401 | $308,723 | 5,332 | 0.00 | 5,332 | +Inf | 03-31-2023 | |
JAG CAPITAL MANAGEMENT LLC | ORD SHS | 402 | $643,000 | 5,221 | 0.05 | 5,221 | +Inf | 12-31-2021 | |
180 WEALTH ADVISORS LLC | ORD SHS | 403 | $299,806 | 5,178 | 0.00 | 0.00 | -105 | -1.99 | 03-31-2023 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | N V ORD SHS | 404 | $517,000 | 5,155 | 0.00 | 0.00 | -317 | -5.79 | 03-31-2024 |