Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLYMPIAD RESEARCH LP | COM | 751 | $224,430 | 12,517 | 0.00 | 12,517 | +Inf | 03-31-2024 | |
BRIGHTON JONES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 317 | 2.64 | 12-31-2023 |
PRUDENTIAL PLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,013 | -39.73 | 03-31-2024 |
AVANTAX ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 11,975 | +Inf | 12-31-2023 |