Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIONSBRIDGE WEALTH MANAGEMENT LLC | COM | 4551 | $2,649,313 | 15,450 | 0.00 | 0.00 | 900 | 6.19 | 03-31-2024 |
DRIEHAUS CAPITAL MANAGEMENT LLC | COM | 4552 | $2,996,643 | 15,449 | 0.00 | 0.00 | 7,564 | 95.93 | 06-30-2023 |
MILESTONE ADVISORY PARTNERS | COM | 4553 | $2,638,775 | 15,413 | 0.00 | 0.00 | 1 | 0.01 | 09-30-2023 |
ARCUS CAPITAL PARTNERS LLC | COM | 4554 | $2,640,153 | 15,396 | 0.00 | 0.00 | -340 | -2.16 | 03-31-2024 |