Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FLAGSHIP PRIVATE WEALTH LLC | COM | 5451 | $963,106 | 5,616 | 0.00 | 0.00 | 3 | 0.05 | 03-31-2024 |
ARROWMARK COLORADO HOLDINGS LLC | COM | 5452 | $1,083,128 | 5,584 | 0.00 | 0.01 | -767 | -12.08 | 06-30-2023 |
SCHIAVI & CO LLC | COM | 5453 | $953,414 | 5,569 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
GUIDANCE CAPITAL INC | COM | 5454 | $960,828 | 5,564 | 0.00 | 5,564 | +Inf | 03-31-2024 |