Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GROUP ONE TRADING LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 5,191 | 110.90 | 12-31-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 652 | $585,615 | 9,834 | 0.00 | 0.00 | 2,027 | 25.96 | 03-31-2024 |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 653 | $583,203 | 9,794 | 0.00 | 0.00 | -2,265 | -18.78 | 03-31-2024 |
WEATHERLY ASSET MANAGEMENT L P | COMMON | 654 | $410,046 | 9,763 | 0.00 | 0.00 | -3,352 | -25.56 | 09-30-2023 |