Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COPPELL ADVISORY SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 191 | 93.63 | 12-31-2023 |
STEPHENS INC /AR/ | COM | 702 | $68,743 | 379 | 0.00 | 0.00 | -379 | -50.00 | 03-31-2024 |
ESSEX INVESTMENT MANAGEMENT CO LLC | COM | 703 | $67,836 | 374 | 0.00 | 0.00 | -265 | -41.47 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 704 | $67,655 | 373 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |