Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERSOR INVESTMENTS LP | COM | Liquidated | $0 | 0 | 0.00 | 1,824 | +Inf | 03-31-2024 | |
CIBC ASSET MANAGEMENT INC | COM | 602 | $235,488 | 1,819 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MONETA GROUP INVESTMENT ADVISORS LLC | COM | 603 | $219,317 | 1,794 | 0.00 | 0.00 | -1 | -0.06 | 12-31-2023 |
TRAJAN WEALTH LLC | COM | 604 | $231,733 | 1,790 | 0.00 | 1,790 | +Inf | 03-31-2024 |