Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 651 | $414,239 | 2,232 | 0.00 | 0.00 | 45 | 2.06 | 03-31-2024 |
CORIENT CAPITAL PARTNERS LLC | COM | 652 | $432,000 | 2,224 | 0.03 | 0.03 | 248 | 12.55 | 09-30-2022 |
LANDSCAPE CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,217 | +Inf | 03-31-2024 | |
NEBULA RESEARCH & DEVELOPMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,203 | +Inf | 12-31-2023 |