Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | Common Stock | 851 | $3,706 | 19 | 0.00 | 0.00 | -2 | -9.52 | 03-31-2024 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RED TORTOISE LLC | Stock | Liquidated | $0 | 0 | 0.00 | 18 | +Inf | 12-31-2023 | |
ORION CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 17 | +Inf | 03-31-2024 |