Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEATHERLY ASSET MANAGEMENT L P | COMMON | 751 | $3,531,370 | 15,063 | 0.00 | 0.00 | -691 | -4.39 | 09-30-2023 |
FIRSTHAND CAPITAL MANAGEMENT INC | Common Stock | 752 | $3,832,650 | 15,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
WESTWOOD WEALTH MANAGEMENT | COM | 753 | $4,401,969 | 14,928 | 0.00 | 0.00 | -240 | -1.58 | 12-31-2023 |
ALAMAR CAPITAL MANAGEMENT LLC | COM | 754 | $4,399,216 | 14,919 | 0.00 | 0.00 | 679 | 4.77 | 12-31-2023 |