Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAVEN SECURITIES LTD | COM | 651 | $7,603,836 | 39,819 | 0.00 | 0.00 | 23,504 | 144.06 | 03-31-2024 |
BEDELL FRAZIER INVESTMENT COUNSELLING LLC | COM | 652 | $7,568,318 | 39,633 | 0.00 | 0.00 | -858 | -2.12 | 03-31-2024 |
STRATEGIC WEALTH INVESTMENT GROUP LLC | COM | 653 | $6,464,216 | 39,524 | 0.00 | 0.00 | 5,693 | 16.83 | 12-31-2023 |
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 654 | $6,461,990 | 39,511 | 0.00 | 0.00 | 505 | 1.29 | 12-31-2023 |