Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYPRESS ASSET MANAGEMENT INC/TX | COM | 901 | $320,786 | 12,570 | 0.00 | 0.00 | -1,150 | -8.38 | 12-31-2023 |
SYNOVUS FINANCIAL CORP | COM | 902 | $349,306 | 12,527 | 0.00 | 0.00 | 298 | 2.44 | 03-31-2024 |
DRAPER ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 12,500 | +Inf | 12-31-2023 | |
SEVENBRIDGE FINANCIAL GROUP LLC | COM | 904 | $351,755 | 12,478 | 0.00 | 0.00 | 1,125 | 9.91 | 03-31-2024 |