Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALAMOS WEALTH MANAGEMENT LLC | COM | 551 | $12,375,597 | 19,800 | 0.00 | 0.00 | -256 | -1.28 | 12-31-2023 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | COM | 552 | $12,827,100 | 19,734 | 0.00 | 0.00 | -225 | -1.13 | 03-31-2024 |
BOOTHBAY FUND MANAGEMENT LLC | COM | 553 | $12,331,217 | 19,729 | 0.00 | 19,729 | +Inf | 12-31-2023 | |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 554 | $10,034,839 | 19,640 | 0.00 | 0.00 | 1,569 | 8.68 | 09-30-2023 |