Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOTHAM ASSET MANAGEMENT LLC | COM | 651 | $239,000 | 3,502 | 0.01 | 3,502 | +Inf | 06-30-2022 | |
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 652 | $602,120 | 3,495 | 0.00 | 0.00 | -275 | -7.29 | 12-31-2023 |
AE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 951 | 38.22 | 12-31-2023 |
FINANCIAL NETWORK WEALTH MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.26 | 0.35 | -173 | -4.79 | 03-31-2024 |