Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WETHERBY ASSET MANAGEMENT INC | COM | 801 | $525,723 | 2,804 | 0.00 | 0.00 | -763 | -21.39 | 06-30-2023 |
ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | COM | 802 | $384,302 | 2,760 | 0.00 | 0.00 | -123 | -4.27 | 12-31-2023 |
NILSINE PARTNERS LLC | COM | 803 | $383,188 | 2,752 | 0.00 | 0.00 | -1,533 | -35.78 | 12-31-2023 |
HARBOR CAPITAL ADVISORS INC | COM | 804 | $378,454 | 2,718 | 0.00 | 0.00 | 24 | 0.89 | 12-31-2023 |