Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ESSEX INVESTMENT MANAGEMENT CO LLC | COM | 501 | $67,607 | 615 | 0.00 | 0.00 | -436 | -41.48 | 03-31-2024 |
ASSET MANAGEMENT ONE CO LTD | COM | 502 | $59,692 | 543 | 0.00 | 0.00 | -155 | -22.21 | 03-31-2024 |
EAGLE BAY ADVISORS LLC | equities | Liquidated | $0 | 0 | 0.00 | 518 | +Inf | 12-31-2023 | |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 504 | $53,206 | 484 | 0.00 | 0.00 | -19 | -3.78 | 03-31-2024 |