Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AUTHENTIKOS WEALTH ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 92 | +Inf | 12-31-2023 | |
WESTEND CAPITAL MANAGEMENT LLC | COM | 802 | $1,819 | 91 | 0.00 | 91 | +Inf | 03-31-2024 | |
DENALI ADVISORS LLC | COM | 803 | $1,739 | 87 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAITLIN JOHN LLC | COM | 804 | $1,521 | 75 | 0.00 | 75 | +Inf | 12-31-2023 |