Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERENNIAL ADVISORS LLC | COM | 4001 | $334,621 | 2,062 | 0.00 | 0.00 | -3 | -0.15 | 03-31-2024 |
RICE HALL JAMES & ASSOCIATES LLC | COM | 4002 | $334,073 | 2,059 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GRANDVIEW ASSET MANAGEMENT LLC | COM | 4003 | $334,000 | 2,058 | 0.15 | 0.16 | -32 | -1.53 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 4004 | $301,287 | 2,056 | 0.00 | 0.17 | 42 | 2.09 | 12-31-2023 |