Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACCRETIVE WEALTH PARTNERS LLC | COM | 651 | $1,000,787 | 4,217 | 0.00 | 0.00 | -38 | -0.89 | 03-31-2024 |
RAYMOND JAMES TRUST NA | COMMON STOCK | 652 | $986,763 | 4,186 | 0.00 | 0.00 | -386 | -8.44 | 03-31-2024 |
ELEVATED CAPITAL ADVISORS LLC | COM | 653 | $986,294 | 4,184 | 0.00 | 0.00 | -100 | -2.33 | 03-31-2024 |
REDPOINT INVESTMENT MANAGEMENT PTY LTD | COM | 654 | $712,000 | 4,178 | 0.10 | 0.09 | -390 | -8.54 | 09-30-2022 |