Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEEDER ASSET MANAGEMENT INC | SVB FINANCIAL GROUP | Liquidated | $40 | 798 | 0.00 | 0.00 | 798 | +Inf | 03-31-2024 |
BTR CAPITAL MANAGEMENT INC | COM | 752 | $268,000 | 797 | 0.04 | 0.05 | 0 | 0.00 | 09-30-2022 |
B RILEY WEALTH MANAGEMENT INC | COM | 753 | $309,000 | 782 | 0.00 | 0.03 | -10 | -1.26 | 06-30-2022 |
55I LLC | COM | 754 | $249,000 | 743 | 0.01 | 743 | +Inf | 09-30-2022 |